Filed November 10, 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 | $59,970 | $82,032-26.9% | $123,104-51.3% | $59,632+0.6% |
| Participation rate | 76.4% | 83.2%-6.8pp | 86.8%-10.4pp | 68.7%+7.7pp |
| Annual return | 0.56% | 5.12%-4.6pp | 13.22%-12.7pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $2,167 | $3,297-34.3% | $5,151-57.9% | $2,203-1.6% |
| Participant deferral / active EE | $3,983 | $4,667-14.7% | $6,230-36.1% | $3,192+24.8% |
| Admin fee / account holder | $9,043 | $5,881+53.8% | $9,015+0.3% | $4,297+110.5% |