Filed October 18, 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 | $31,258 | $79,944-60.9% | $98,439-68.2% | $75,163-58.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 13.64% | 19.75%-6.1pp | 21.16%-7.5pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,266 | $2,264-44.1% | $3,048-58.5% | $2,670-52.6% |
| Participant deferral / active EE | $2,456 | $3,752-34.5% | $4,738-48.2% | $4,125-40.5% |
| Admin fee / account holder | $2,539 | $6,840-62.9% | $8,948-71.6% | $5,651-55.1% |