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 | $163,945 | $111,754+46.7% | $103,333+58.7% | $145,922+12.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 30.95% | 24.77%+6.2pp | 24.88%+6.1pp | 561.29%-530.3pp |
| Employer contribution / active EE | $3,863 | $4,212-8.3% | $3,868-0.1% | $4,660-17.1% |
| Participant deferral / active EE | $3,275 | $5,619-41.7% | $5,057-35.3% | $6,688-51.0% |
| Admin fee / account holder | $8,165 | $9,750-16.3% | $8,355-2.3% | $13,397-39.1% |