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 | $138,497 | $138,347+0.1% | $184,203-24.8% | $80,856+71.3% |
| Participation rate | 94.1% | 83.9%+10.2pp | 86.8%+7.3pp | 67.6%+26.5pp |
| Annual return | 14.29% | 20.02%-5.7pp | 28.81%-14.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $4,722 | $4,850-2.7% | $6,427-26.5% | $2,755+71.4% |
| Participant deferral / active EE | $9,419 | $7,071+33.2% | $9,131+3.2% | $4,296+119.3% |
| Admin fee / account holder | $4,879 | $10,483-53.5% | $13,901-64.9% | $6,918-29.5% |