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 | $73,659 | $60,022+22.7% | $88,946-17.2% | $84,808-13.1% |
| Participation rate | 96.7% | 57.8%+38.9pp | 68.8%+27.9pp | 68.3%+28.4pp |
| Annual return | 19.30% | 22.43%-3.1pp | 57.82%-38.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,591 | $1,703+52.2% | $2,555+1.4% | $2,631-1.5% |
| Participant deferral / active EE | $7,510 | $3,114+141.2% | $4,581+63.9% | $4,212+78.3% |
| Admin fee / account holder | $5,273 | $4,811+9.6% | $8,261-36.2% | $7,344-28.2% |