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 | $59,254 | $82,286-28.0% | $68,791-13.9% | $134,475-55.9% |
| Participation rate | 81.3% | 75.1%+6.2pp | 69.0%+12.2pp | 81.2%0pp |
| Annual return | -15.85% | -2.19%-13.7pp | -6.38%-9.5pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,272 | $3,301-61.5% | $2,655-52.1% | $4,740-73.2% |
| Participant deferral / active EE | $2,066 | $4,739-56.4% | $3,941-47.6% | $6,400-67.7% |
| Admin fee / account holder | $12,036 | $6,481+85.7% | $4,932+144.1% | $11,426+5.3% |