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 | $126,467 | $138,347-8.6% | $184,203-31.3% | $80,856+56.4% |
| Participation rate | 83.6% | 83.9%-0.2pp | 86.8%-3.2pp | 67.6%+16.0pp |
| Annual return | 12.45% | 20.02%-7.6pp | 28.81%-16.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,473 | $4,850-49.0% | $6,427-61.5% | $2,755-10.2% |
| Participant deferral / active EE | $4,939 | $7,071-30.2% | $9,131-45.9% | $4,296+15.0% |
| Admin fee / account holder | $17,305 | $10,483+65.1% | $13,901+24.5% | $6,918+150.1% |