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 | $127,257 | $87,841+44.9% | $133,980-5.0% | $62,891+102.3% |
| Participation rate | 86.3% | 83.4%+2.9pp | 87.1%-0.8pp | 69.3%+17.0pp |
| Annual return | 6.77% | 12.05%-5.3pp | 29.30%-22.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $4,443 | $3,483+27.6% | $5,211-14.7% | $2,281+94.8% |
| Participant deferral / active EE | $3,366 | $4,812-30.0% | $6,282-46.4% | $3,203+5.1% |
| Admin fee / account holder | $17,451 | $5,371+224.9% | $9,324+87.2% | $4,296+306.3% |