Filed December 8, 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 7-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 | $20,973 | $176,377-88.1% | $134,143-84.4% | $158,922-86.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 24.45% | 63.63%-39.2pp | 36.33%-11.9pp | 302.83%-278.4pp |
| Employer contribution / active EE | $3,213 | $5,040-36.3% | $3,704-13.3% | $4,761-32.5% |
| Participant deferral / active EE | $8,197 | $4,091+100.4% | $3,499+134.3% | $5,982+37.0% |
| Admin fee / account holder | $2,851 | $8,718-67.3% | $6,684-57.4% | $11,246-74.7% |