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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,198 | $50,958-3.5% | $74,550-34.0% | $64,186-23.3% |
| Participation rate | 72.2% | 61.1%+11.2pp | 69.1%+3.1pp | 69.6%+2.7pp |
| Annual return | -4.29% | -1.86%-2.4pp | 32.53%-36.8pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,339 | $1,115+109.7% | $1,961+19.3% | $2,381-1.8% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $639 | $4,223-84.9% | $5,060-87.4% | $4,888-86.9% |