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 | $36,966 | $39,162-5.6% | $100,671-63.3% | $59,632-38.0% |
| Participation rate | 80.8% | 55.9%+24.9pp | 70.7%+10.1pp | 68.7%+12.1pp |
| Annual return | 1.32% | 21.07%-19.8pp | 20.43%-19.1pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $2,799 | $1,151+143.2% | $4,012-30.2% | $2,203+27.1% |
| Participant deferral / active EE | $2,505 | $1,992+25.8% | $3,144-20.3% | $3,192-21.5% |
| Admin fee / account holder | $365 | $2,969-87.7% | $4,850-92.5% | $4,297-91.5% |