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 | $121,396 | $88,707+36.9% | $74,183+63.6% | $273,961-55.7% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.6%+16.2pp | 83.0%+9.8pp |
| Annual return | 4.72% | 11.94%-7.2pp | 17.74%-13.0pp | 41.45%-36.7pp |
| Employer contribution / active EE | $779 | $3,159-75.3% | $2,370-67.1% | $4,869-84.0% |
| Participant deferral / active EE | $3,576 | $4,212-15.1% | $3,550+0.7% | $5,287-32.4% |
| Admin fee / account holder | $15,252 | $8,717+75.0% | $5,586+173.1% | $10,132+50.5% |