Filed November 17, 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 | $55,628 | $53,516+3.9% | $126,539-56.0% | $84,808-34.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 15.08% | 58.34%-43.3pp | 425.95%-410.9pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,377 | $1,535+54.9% | $3,674-35.3% | $2,631-9.6% |
| Participant deferral / active EE | $4,421 | $2,671+65.6% | $4,083+8.3% | $4,212+5.0% |
| Admin fee / account holder | $3,555 | $4,497-20.9% | $6,065-41.4% | $7,344-51.6% |