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 | $54,176 | $45,863+18.1% | $77,024-29.7% | $68,494-20.9% |
| Participation rate | 96.7% | 55.9%+40.8pp | 67.9%+28.8pp | 67.9%+28.8pp |
| Annual return | -14.35% | 1.72%-16.1pp | 42.32%-56.7pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,590 | $1,650+57.0% | $2,812-7.9% | $2,596-0.3% |
| Participant deferral / active EE | $4,231 | $2,962+42.8% | $4,426-4.4% | $4,027+5.1% |
| Admin fee / account holder | $2,233 | $3,041-26.6% | $5,425-58.8% | $5,403-58.7% |