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 | $82,894 | $51,604+60.6% | $129,295-35.9% | $80,874+2.5% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 13.35% | 20.76%-7.4pp | 9429.28%-9415.9pp | 35.62%-22.3pp |
| Employer contribution / active EE | $2,211 | $1,585+39.5% | $4,157-46.8% | $2,756-19.8% |
| Participant deferral / active EE | $2,034 | $2,670-23.8% | $4,169-51.2% | $4,297-52.7% |
| Admin fee / account holder | $2,300 | $4,310-46.6% | $7,665-70.0% | $6,935-66.8% |