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 | $23,638 | $45,073-47.6% | $69,455-66.0% | $72,985-67.6% |
| Participation rate | 88.1% | 68.5%+19.6pp | 74.6%+13.5pp | 69.5%+18.6pp |
| Annual return | 17.19% | 22.65%-5.5pp | 28.97%-11.8pp | 81.00%-63.8pp |
| Employer contribution / active EE | $804 | $2,054-60.8% | $2,779-71.1% | $2,440-67.0% |
| Participant deferral / active EE | $887 | $2,602-65.9% | $3,535-74.9% | $3,607-75.4% |
| Admin fee / account holder | $2,585 | $3,056-15.4% | $3,839-32.7% | $5,124-49.6% |