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 | $87,528 | $58,828+48.8% | $77,999+12.2% | $62,891+39.2% |
| Participation rate | 88.6% | 71.1%+17.5pp | 75.5%+13.0pp | 69.3%+19.3pp |
| Annual return | 7.01% | 17.16%-10.2pp | 425.96%-419.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,480 | $1,672-11.5% | $2,470-40.1% | $2,281-35.1% |
| Participant deferral / active EE | $2,917 | $2,686+8.6% | $3,497-16.6% | $3,203-8.9% |
| Admin fee / account holder | $3,173 | $4,393-27.8% | $5,480-42.1% | $4,296-26.1% |