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 | $53,640 | $118,680-54.8% | $98,907-45.8% | $158,922-66.2% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 10.81% | 372.35%-361.5pp | 196.43%-185.6pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,352 | $3,333-29.4% | $2,689-12.5% | $4,761-50.6% |
| Participant deferral / active EE | $3,725 | $5,088-26.8% | $4,244-12.2% | $5,982-37.7% |
| Admin fee / account holder | $1,410 | $10,131-86.1% | $6,642-78.8% | $11,246-87.5% |