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 | $40,215 | $77,899-48.4% | $149,673-73.1% | $75,163-46.5% |
| Participation rate | 83.3% | 65.6%+17.8pp | 78.8%+4.6pp | 67.2%+16.1pp |
| Annual return | 34.42% | 31.72%+2.7pp | 134.42%-100.0pp | 160.62%-126.2pp |
| Employer contribution / active EE | $1,498 | $3,137-52.3% | $4,818-68.9% | $2,670-43.9% |
| Participant deferral / active EE | $4,266 | $3,411+25.1% | $5,680-24.9% | $4,125+3.4% |
| Admin fee / account holder | $5,972 | $5,956+0.3% | $13,210-54.8% | $5,651+5.7% |