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 | $151,589 | $148,978+1.8% | $200,582-24.4% | $84,808+78.7% |
| Participation rate | 81.4% | 84.2%-2.9pp | 86.9%-5.5pp | 68.3%+13.0pp |
| Annual return | 23.97% | 28.16%-4.2pp | 42.33%-18.4pp | 40.90%-16.9pp |
| Employer contribution / active EE | $2,417 | $4,815-49.8% | $6,419-62.3% | $2,631-8.1% |
| Participant deferral / active EE | $5,370 | $7,142-24.8% | $9,331-42.4% | $4,212+27.5% |
| Admin fee / account holder | $2,257 | $13,977-83.9% | $16,305-86.2% | $7,344-69.3% |