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 9-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 | $66,936 | $77,419-13.5% | $69,455-3.6% | $152,861-56.2% |
| Participation rate | 86.7% | 78.1%+8.6pp | 74.6%+12.1pp | 82.4%+4.2pp |
| Annual return | 19.38% | 39.06%-19.7pp | 28.97%-9.6pp | 345.32%-325.9pp |
| Employer contribution / active EE | $4,696 | $3,315+41.6% | $2,779+69.0% | $4,762-1.4% |
| Participant deferral / active EE | $8,071 | $4,414+82.9% | $3,535+128.3% | $5,850+38.0% |
| Admin fee / account holder | $5,193 | $6,207-16.3% | $3,839+35.3% | $11,596-55.2% |