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 | $103,170 | $86,929+18.7% | $102,423+0.7% | $80,856+27.6% |
| Participation rate | 97.3% | 72.4%+25.0pp | 76.5%+20.8pp | 67.6%+29.7pp |
| Annual return | 14.24% | 18.88%-4.6pp | 29.32%-15.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,357 | $2,369-42.7% | $3,023-55.1% | $2,755-50.7% |
| Participant deferral / active EE | $9,256 | $4,118+124.8% | $5,053+83.2% | $4,296+115.5% |
| Admin fee / account holder | $16,939 | $8,049+110.5% | $9,451+79.2% | $6,918+144.9% |