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 | $29,681 | $54,350-45.4% | $82,719-64.1% | $68,494-56.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | 17.34% | -13.67%+31.0pp | 701.18%-683.8pp | -7.84%+25.2pp |
| Employer contribution / active EE | $3,067 | $2,218+38.3% | $3,009+1.9% | $2,596+18.1% |
| Participant deferral / active EE | $4,316 | $3,246+33.0% | $4,395-1.8% | $4,027+7.2% |
| Admin fee / account holder | $304 | $4,395-93.1% | $5,329-94.3% | $5,403-94.4% |