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 | $45,405 | $81,248-44.1% | $155,509-70.8% | $80,856-43.8% |
| Participation rate | 87.1% | 66.2%+20.9pp | 78.2%+8.9pp | 67.6%+19.5pp |
| Annual return | 13.96% | 33.31%-19.3pp | 64.67%-50.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,373 | $3,100-55.7% | $4,672-70.6% | $2,755-50.2% |
| Participant deferral / active EE | $4,812 | $3,452+39.4% | $5,626-14.5% | $4,296+12.0% |
| Admin fee / account holder | $6,413 | $7,997-19.8% | $15,912-59.7% | $6,918-7.3% |