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 8-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 | $45,363 | $43,327+4.7% | $59,878-24.2% | $64,186-29.3% |
| Participation rate | 98.6% | 69.2%+29.4pp | 74.7%+23.9pp | 69.6%+29.0pp |
| Annual return | 9.29% | -1.55%+10.8pp | 3.46%+5.8pp | 7.63%+1.7pp |
| Employer contribution / active EE | $1,178 | $2,028-41.9% | $2,722-56.7% | $2,381-50.5% |
| Participant deferral / active EE | $1,853 | $2,546-27.2% | $3,402-45.5% | $3,470-46.6% |
| Admin fee / account holder | $2,736 | $3,005-9.0% | $3,590-23.8% | $4,888-44.0% |