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 | $51,147 | $49,280+3.8% | $67,313-24.0% | $64,186-20.3% |
| Participation rate | 82.1% | 60.8%+21.4pp | 69.1%+13.1pp | 69.6%+12.6pp |
| Annual return | -7.07% | -1.39%-5.7pp | -4.08%-3.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,586 | $1,668-5.0% | $2,566-38.2% | $2,381-33.4% |
| Participant deferral / active EE | $2,731 | $2,484+9.9% | $3,568-23.5% | $3,470-21.3% |
| Admin fee / account holder | $2,239 | $3,863-42.0% | $4,507-50.3% | $4,888-54.2% |