Filed December 31, 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 | $58,314 | $98,240-40.6% | $82,313-29.2% | $147,584-60.5% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 12.17% | 30.85%-18.7pp | 25.88%-13.7pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,376 | $3,192-56.9% | $2,428-43.4% | $4,876-71.8% |
| Participant deferral / active EE | $2,676 | $4,383-39.0% | $3,706-27.8% | $5,439-50.8% |
| Admin fee / account holder | $4,069 | $8,563-52.5% | $5,608-27.4% | $10,885-62.6% |