Filed August 16, 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 | $59,674 | $48,046+24.2% | $84,611-29.5% | $72,985-18.2% |
| Participation rate | 98.2% | 57.6%+40.6pp | 68.2%+30.0pp | 69.5%+28.7pp |
| Annual return | 21.32% | 37.38%-16.1pp | 258.74%-237.4pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,895 | $1,602+18.3% | $2,652-28.6% | $2,440-22.3% |
| Participant deferral / active EE | $5,060 | $2,680+88.8% | $3,899+29.8% | $3,607+40.3% |
| Admin fee / account holder | $5,262 | $3,395+55.0% | $4,912+7.1% | $5,124+2.7% |