Filed December 30, 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 | $36,514 | $63,156-42.2% | $122,332-70.2% | $62,292-41.4% |
| Participation rate | 74.0% | 60.0%+14.0pp | 71.6%+2.4pp | 69.5%+4.5pp |
| Annual return | 16.06% | 20.61%-4.6pp | 30.27%-14.2pp | 28.90%-12.8pp |
| Employer contribution / active EE | $749 | $1,385-45.9% | $4,050-81.5% | $2,042-63.3% |
| Participant deferral / active EE | $2,343 | $2,321+0.9% | $3,287-28.7% | $3,169-26.1% |
| Admin fee / account holder | $3,627 | $440+724.5% | $5,478-33.8% | $479+656.7% |