Filed October 19, 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 | $122,523 | $109,359+12.0% | $162,163-24.4% | $72,985+67.9% |
| Participation rate | 78.3% | 84.3%-5.9pp | 87.6%-9.2pp | 69.5%+8.8pp |
| Annual return | 19.84% | 25.46%-5.6pp | 115.59%-95.8pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,949 | $3,907-50.1% | $5,614-65.3% | $2,440-20.1% |
| Participant deferral / active EE | $4,210 | $5,481-23.2% | $7,298-42.3% | $3,607+16.7% |
| Admin fee / account holder | $4,916 | $7,972-38.3% | $10,843-54.7% | $5,124-4.1% |