Filed December 17, 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 9-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 | $20,755 | $50,958-59.3% | $74,550-72.2% | $64,186-67.7% |
| Participation rate | 96.4% | 61.1%+35.4pp | 69.1%+27.3pp | 69.6%+26.9pp |
| Annual return | -6.83% | -1.86%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,196 | $1,115+7.2% | $1,961-39.0% | $2,381-49.8% |
| Participant deferral / active EE | $3,226 | $2,301+40.2% | $3,108+3.8% | $3,470-7.0% |
| Admin fee / account holder | $415 | $4,223-90.2% | $5,060-91.8% | $4,888-91.5% |