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 | $46,977 | $62,586-24.9% | $76,768-38.8% | $64,186-26.8% |
| Participation rate | 96.7% | 72.8%+23.9pp | 77.0%+19.7pp | 69.6%+27.1pp |
| Annual return | -2.10% | -1.95%-0.2pp | 2.43%-4.5pp | 7.63%-9.7pp |
| Employer contribution / active EE | $1,082 | $1,832-41.0% | $2,485-56.5% | $2,381-54.6% |
| Participant deferral / active EE | $3,036 | $3,145-3.5% | $3,852-21.2% | $3,470-12.5% |
| Admin fee / account holder | $3,000 | $4,667-35.7% | $6,675-55.1% | $4,888-38.6% |