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 | $73,030 | $82,032-11.0% | $123,104-40.7% | $59,632+22.5% |
| Participation rate | 94.6% | 83.2%+11.4pp | 86.8%+7.8pp | 68.7%+26.0pp |
| Annual return | 0.44% | 5.12%-4.7pp | 13.22%-12.8pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $2,497 | $3,297-24.3% | $5,151-51.5% | $2,203+13.4% |
| Participant deferral / active EE | $3,793 | $4,667-18.7% | $6,230-39.1% | $3,192+18.8% |
| Admin fee / account holder | $5,433 | $5,881-7.6% | $9,015-39.7% | $4,297+26.4% |