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 | $61,584 | $57,016+8.0% | $84,966-27.5% | $80,856-23.8% |
| Participation rate | 93.1% | 56.3%+36.8pp | 67.5%+25.6pp | 67.6%+25.5pp |
| Annual return | 13.43% | 21.66%-8.2pp | 66.38%-52.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,554 | $1,798+42.1% | $2,727-6.3% | $2,755-7.3% |
| Participant deferral / active EE | $7,574 | $3,110+143.6% | $4,519+67.6% | $4,296+76.3% |
| Admin fee / account holder | $1,968 | $4,980-60.5% | $6,149-68.0% | $6,918-71.5% |