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 | $49,873 | $90,348-44.8% | $75,972-34.4% | $145,922-65.8% |
| Participation rate | 78.6% | 74.5%+4.1pp | 69.1%+9.5pp | 80.3%-1.7pp |
| Annual return | 9.11% | 620.88%-611.8pp | 359.55%-350.4pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,599 | $3,311-51.7% | $2,685-40.4% | $4,660-65.7% |
| Participant deferral / active EE | $3,733 | $5,162-27.7% | $4,255-12.3% | $6,688-44.2% |
| Admin fee / account holder | $3,788 | $8,467-55.3% | $6,467-41.4% | $13,397-71.7% |