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 | $15,685 | $32,888-52.3% | - | $70,131-77.6% |
| Participation rate | 97.9% | 57.8%+40.1pp | - | 69.5%+28.4pp |
| Annual return | 18.63% | 18.50%+0.1pp | - | 73.14%-54.5pp |
| Employer contribution / active EE | $1,408 | $2,171-35.1% | - | $2,342-39.9% |
| Participant deferral / active EE | $924 | $1,340-31.0% | - | $3,332-72.3% |
| Admin fee / account holder | $2,736 | $1,413+93.7% | - | $4,645-41.1% |