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 | $81,607 | $62,586+30.4% | $76,768+6.3% | $64,186+27.1% |
| Participation rate | 92.1% | 72.8%+19.3pp | 77.0%+15.1pp | 69.6%+22.5pp |
| Annual return | 9.34% | -1.95%+11.3pp | 2.43%+6.9pp | 7.63%+1.7pp |
| Employer contribution / active EE | $2,630 | $1,832+43.6% | $2,485+5.8% | $2,381+10.5% |
| Participant deferral / active EE | $4,004 | $3,145+27.3% | $3,852+3.9% | $3,470+15.4% |
| Admin fee / account holder | $11,768 | $4,667+152.2% | $6,675+76.3% | $4,888+140.8% |