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 | $55,213 | $65,561-15.8% | $86,188-35.9% | $75,163-26.5% |
| Participation rate | 75.4% | 60.5%+15.0pp | 69.0%+6.5pp | 67.2%+8.2pp |
| Annual return | 17.60% | 46.05%-28.5pp | 1168.45%-1150.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $4,386 | $1,553+182.5% | $2,380+84.3% | $2,670+64.3% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,119 | $5,474-61.3% | $6,852-69.1% | $5,651-62.5% |