Filed September 2, 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 | $24,810 | $73,004-66.0% | $90,749-72.7% | $68,494-63.8% |
| Participation rate | 94.9% | 70.8%+24.1pp | 75.7%+19.2pp | 67.9%+27.0pp |
| Annual return | -11.59% | -13.81%+2.2pp | -12.16%+0.6pp | -7.84%-3.7pp |
| Employer contribution / active EE | $992 | $2,193-54.7% | $2,921-66.0% | $2,596-61.8% |
| Participant deferral / active EE | $3,529 | $3,627-2.7% | $4,564-22.7% | $4,027-12.4% |
| Admin fee / account holder | $3,104 | $5,896-47.4% | $8,445-63.2% | $5,403-42.5% |