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 | $144,107 | $148,978-3.3% | $200,582-28.2% | $84,808+69.9% |
| Participation rate | 93.8% | 84.2%+9.6pp | 86.9%+7.0pp | 68.3%+25.5pp |
| Annual return | 16.12% | 28.16%-12.0pp | 42.33%-26.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $5,312 | $4,815+10.3% | $6,419-17.3% | $2,631+101.9% |
| Participant deferral / active EE | $10,188 | $7,142+42.7% | $9,331+9.2% | $4,212+141.9% |
| Admin fee / account holder | $13,981 | $13,9770% | $16,305-14.3% | $7,344+90.4% |