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 | $177,445 | $88,583+100.3% | $88,497+100.5% | $273,961-35.2% |
| Participation rate | 90.9% | 83.5%+7.4pp | 82.4%+8.5pp | 83.0%+7.9pp |
| Annual return | 7.46% | 5.68%+1.8pp | 7.63%-0.2pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,583 | $4,502-64.8% | $4,036-60.8% | $4,869-67.5% |
| Participant deferral / active EE | $2,718 | $4,891-44.4% | $4,899-44.5% | $5,287-48.6% |
| Admin fee / account holder | $2,356 | $8,980-73.8% | $6,220-62.1% | $10,132-76.8% |