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 | $42,704 | $69,977-39.0% | $108,579-60.7% | $62,891-32.1% |
| Participation rate | 95.3% | 72.9%+22.4pp | 79.6%+15.7pp | 69.3%+26.0pp |
| Annual return | 7.05% | 10.73%-3.7pp | -51.70%+58.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $573 | $2,135-73.2% | $3,758-84.8% | $2,281-74.9% |
| Participant deferral / active EE | $2,489 | $3,165-21.3% | $4,311-42.3% | $3,203-22.3% |
| Admin fee / account holder | $855 | $5,076-83.2% | $7,645-88.8% | $4,296-80.1% |