Filed October 19, 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 | $81,461 | $52,681+54.6% | $75,781+7.5% | $59,632+36.6% |
| Participation rate | 95.3% | 67.2%+28.1pp | 75.8%+19.5pp | 68.7%+26.7pp |
| Annual return | 8.27% | 2.95%+5.3pp | 9.68%-1.4pp | 2041.28%-2033.0pp |
| Employer contribution / active EE | $9,302 | $2,193+324.1% | $3,323+179.9% | $2,203+322.3% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,311 | $3,610-63.7% | $5,299-75.3% | $4,297-69.5% |