Filed October 19, 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 | $50,887 | $58,577-13.1% | $83,333-38.9% | $64,186-20.7% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -2.37% | 9.65%-12.0pp | 10.63%-13.0pp | 7.63%-10.0pp |
| Employer contribution / active EE | $2,695 | $2,098+28.5% | $3,379-20.2% | $2,381+13.2% |
| Participant deferral / active EE | $3,514 | $4,654-24.5% | $5,565-36.9% | $3,470+1.3% |
| Admin fee / account holder | $7,006 | $9,275-24.5% | $7,510-6.7% | $4,888+43.3% |