Filed November 4, 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 | $36,025 | $56,054-35.7% | $171,082-78.9% | $62,891-42.7% |
| Participation rate | 72.9% | 62.9%+10.0pp | 76.7%-3.8pp | 69.3%+3.6pp |
| Annual return | 9.10% | 22.52%-13.4pp | 32.56%-23.5pp | 20.14%-11.0pp |
| Employer contribution / active EE | $558 | $1,731-67.8% | $4,002-86.1% | $2,281-75.5% |
| Participant deferral / active EE | $2,420 | $3,158-23.4% | $4,797-49.5% | $3,203-24.4% |
| Admin fee / account holder | $324 | $3,647-91.1% | $8,520-96.2% | $4,296-92.5% |