Filed December 23, 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 | $50,297 | $52,580-4.3% | $71,671-29.8% | $70,131-28.3% |
| Participation rate | 82.8% | 60.9%+21.9pp | 68.7%+14.0pp | 69.5%+13.2pp |
| Annual return | 15.13% | 20.25%-5.1pp | 20.65%-5.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,574 | $1,616-2.6% | $2,460-36.0% | $2,342-32.8% |
| Participant deferral / active EE | $2,671 | $2,386+11.9% | $3,438-22.3% | $3,332-19.8% |
| Admin fee / account holder | $1,576 | $3,653-56.9% | $5,558-71.6% | $4,645-66.1% |