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 | $43,048 | $45,152-4.7% | $73,843-41.7% | $59,632-27.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.78% | 27.40%-26.6pp | 2267.84%-2267.1pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $608 | $1,902-68.0% | $2,787-78.2% | $2,203-72.4% |
| Participant deferral / active EE | $2,902 | $2,574+12.7% | $3,583-19.0% | $3,192-9.1% |
| Admin fee / account holder | $14,480 | $3,516+311.8% | $4,880+196.7% | $4,297+237.0% |