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 9-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 | $33,522 | $131,829-74.6% | $108,579-69.1% | $273,961-87.8% |
| Participation rate | 78.6% | 83.5%-4.9pp | 79.6%-1.0pp | 83.0%-4.4pp |
| Annual return | 8.58% | -91.57%+100.1pp | -51.70%+60.3pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,786 | $4,912-63.6% | $3,758-52.5% | $4,869-63.3% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,546 | $10,252-55.7% | $7,645-40.5% | $10,132-55.1% |