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 | $45,450 | $67,606-32.8% | $82,313-44.8% | $70,131-35.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.40% | 21.57%-9.2pp | 25.88%-13.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $2,100 | $1,755+19.7% | $2,428-13.5% | $2,342-10.4% |
| Participant deferral / active EE | $2,397 | $2,987-19.7% | $3,706-35.3% | $3,332-28.0% |
| Admin fee / account holder | $4,141 | $4,512-8.2% | $5,608-26.1% | $4,645-10.8% |