Filed October 18, 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 | $190,994 | $217,402-12.1% | $185,823+2.8% | $167,490+14.0% |
| Participation rate | 73.3% | 86.0%-12.7pp | 81.7%-8.4pp | 82.1%-8.8pp |
| Annual return | 9.67% | 148.36%-138.7pp | 122.05%-112.4pp | 478.56%-468.9pp |
| Employer contribution / active EE | $5,431 | $5,873-7.5% | $5,167+5.1% | $4,837+12.3% |
| Participant deferral / active EE | $14,038 | $6,356+120.9% | $5,568+152.1% | $6,341+121.4% |
| Admin fee / account holder | $8,109 | $19,811-59.1% | $16,237-50.1% | $12,309-34.1% |