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 | $87,772 | $61,660+42.3% | $80,019+9.7% | $64,186+36.7% |
| Participation rate | 91.9% | 71.7%+20.2pp | 75.8%+16.1pp | 69.6%+22.3pp |
| Annual return | -5.67% | -0.33%-5.3pp | 11.22%-16.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,654 | $1,810-8.6% | $2,468-33.0% | $2,381-30.5% |
| Participant deferral / active EE | $3,423 | $2,968+15.3% | $3,686-7.1% | $3,470-1.3% |
| Admin fee / account holder | $2,096 | $5,417-61.3% | $6,521-67.9% | $4,888-57.1% |