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 | $58,720 | $217,402-73.0% | $185,823-68.4% | $167,490-64.9% |
| Participation rate | 70.6% | 86.0%-15.5pp | 81.7%-11.1pp | 82.1%-11.5pp |
| Annual return | 10.86% | 148.36%-137.5pp | 122.05%-111.2pp | 478.56%-467.7pp |
| Employer contribution / active EE | $2,119 | $5,873-63.9% | $5,167-59.0% | $4,837-56.2% |
| Participant deferral / active EE | $5,993 | $6,356-5.7% | $5,568+7.6% | $6,341-5.5% |
| Admin fee / account holder | $39,270 | $19,811+98.2% | $16,237+141.9% | $12,309+219.0% |