Filed December 9, 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 | $12,860 | $67,331-80.9% | $60,874-78.9% | $134,475-90.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 4.27% | 49.93%-45.7pp | 16.90%-12.6pp | 417.96%-413.7pp |
| Employer contribution / active EE | $3,069 | $3,096-0.9% | $2,701+13.6% | $4,740-35.2% |
| Participant deferral / active EE | $2,697 | $4,538-40.6% | $3,817-29.3% | $6,400-57.9% |
| Admin fee / account holder | $838 | $4,582-81.7% | $3,224-74.0% | $11,426-92.7% |