Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,950 | $91,190+93.0% | $178,490-1.4% | $79,858+120.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 5.94% | 24.19%-18.2pp | 151.07%-145.1pp | 31.71%-25.8pp |
| Employer contribution / active EE | $5,108 | $3,256+56.9% | $5,011+1.9% | $2,471+106.7% |
| Participant deferral / active EE | $2,772 | $3,236-14.3% | $5,202-46.7% | $3,740-25.9% |
| Admin fee / account holder | $40,599 | $6,751+501.4% | $13,984+190.3% | $5,306+665.1% |