Filed August 31, 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 | $57,293 | $82,032-30.2% | $123,104-53.5% | $59,632-3.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -1.50% | 5.12%-6.6pp | 13.22%-14.7pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $2,687 | $3,297-18.5% | $5,151-47.8% | $2,203+22.0% |
| Participant deferral / active EE | $3,512 | $4,667-24.7% | $6,230-43.6% | $3,192+10.0% |
| Admin fee / account holder | $4,965 | $5,881-15.6% | $9,015-44.9% | $4,297+15.5% |