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 | $69,564 | $77,634-10.4% | $156,549-55.6% | $62,891+10.6% |
| Participation rate | 93.3% | 71.2%+22.1pp | 84.0%+9.3pp | 69.3%+24.0pp |
| Annual return | 8.94% | 50.32%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,328 | $3,444-3.4% | $5,501-39.5% | $2,281+45.9% |
| Participant deferral / active EE | $5,504 | $3,045+80.7% | $4,871+13.0% | $3,203+71.9% |
| Admin fee / account holder | $1,650 | $5,561-70.3% | $13,027-87.3% | $4,296-61.6% |