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 | $158,010 | $137,414+15.0% | $189,513-16.6% | $85,850+84.1% |
| Participation rate | 73.8% | 84.6%-10.8pp | 87.8%-14.0pp | 69.3%+4.5pp |
| Annual return | 12.95% | 38.14%-25.2pp | 555.15%-542.2pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,062 | $4,344-52.5% | $6,162-66.5% | $2,565-19.6% |
| Participant deferral / active EE | $4,089 | $6,260-34.7% | $8,221-50.3% | $3,952+3.5% |
| Admin fee / account holder | $9,025 | $8,630+4.6% | $12,045-25.1% | $6,260+44.2% |