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 | $92,064 | $53,018+73.6% | $70,014+31.5% | $62,891+46.4% |
| Participation rate | 73.2% | 67.2%+6.0pp | 71.8%+1.4pp | 69.3%+3.9pp |
| Annual return | 7.44% | 13.35%-5.9pp | 12.99%-5.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,518 | $1,799-15.6% | $2,338-35.1% | $2,281-33.4% |
| Participant deferral / active EE | $3,636 | $2,395+51.8% | $2,931+24.1% | $3,203+13.5% |
| Admin fee / account holder | $3,469 | $3,690-6.0% | $4,380-20.8% | $4,296-19.2% |