Filed October 20, 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 | $71,606 | $95,803-25.3% | $113,168-36.7% | $84,808-15.6% |
| Participation rate | 79.3% | 72.9%+6.4pp | 76.6%+2.7pp | 68.3%+11.0pp |
| Annual return | 14.78% | 25.00%-10.2pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,705 | $2,360-27.8% | $2,975-42.7% | $2,631-35.2% |
| Participant deferral / active EE | $4,529 | $4,242+6.8% | $5,107-11.3% | $4,212+7.5% |
| Admin fee / account holder | $370 | $8,989-95.9% | $12,068-96.9% | $7,344-95.0% |