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 | $127,712 | $138,385-7.7% | $184,200-30.7% | $80,874+57.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.90% | 20.02%-7.1pp | 28.80%-15.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $7,959 | $4,849+64.1% | $6,424+23.9% | $2,756+188.8% |
| Participant deferral / active EE | $6,321 | $7,073-10.6% | $9,132-30.8% | $4,297+47.1% |
| Admin fee / account holder | $9,636 | $10,483-8.1% | $13,907-30.7% | $6,935+38.9% |