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 | $174,411 | $99,985+74.4% | $146,665+18.9% | $85,850+103.2% |
| Participation rate | 87.0% | 73.1%+13.9pp | 80.1%+6.9pp | 69.3%+17.6pp |
| Annual return | 16.27% | 18.93%-2.7pp | 22.74%-6.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,818 | $2,559-28.9% | $4,136-56.0% | $2,565-29.1% |
| Participant deferral / active EE | $8,403 | $4,006+109.8% | $5,506+52.6% | $3,952+112.6% |
| Admin fee / account holder | $4,998 | $7,702-35.1% | $10,280-51.4% | $6,260-20.2% |