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 | $43,190 | $53,596-19.4% | $90,645-52.4% | $64,186-32.7% |
| Participation rate | 90.9% | 64.5%+26.4pp | 74.0%+16.9pp | 69.6%+21.3pp |
| Annual return | -5.70% | 4.41%-10.1pp | 1.88%-7.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $4,520 | $1,503+200.7% | $2,532+78.5% | $2,381+89.8% |
| Participant deferral / active EE | $1,324 | $2,459-46.1% | $3,425-61.3% | $3,470-61.8% |
| Admin fee / account holder | $1,903 | $3,868-50.8% | $4,994-61.9% | $4,888-61.1% |