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 | $35,364 | $108,172-67.3% | $77,482-54.4% | $158,922-77.7% |
| Participation rate | 81.0% | 64.4%+16.5pp | 54.2%+26.8pp | 82.0%-1.0pp |
| Annual return | 10.87% | 31.67%-20.8pp | 54.79%-43.9pp | 302.83%-292.0pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,046 | $2,456-57.4% | $1,861-43.8% | $5,982-82.5% |
| Admin fee / account holder | $1,108 | $3,708-70.1% | $2,858-61.2% | $11,246-90.1% |