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 | $79,636 | $82,032-2.9% | $123,104-35.3% | $59,632+33.5% |
| Participation rate | 91.7% | 83.2%+8.5pp | 86.8%+4.9pp | 68.7%+23.0pp |
| Annual return | 1.42% | 5.12%-3.7pp | 13.22%-11.8pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $4,956 | $3,297+50.3% | $5,151-3.8% | $2,203+125.0% |
| Participant deferral / active EE | $3,940 | $4,667-15.6% | $6,230-36.7% | $3,192+23.5% |
| Admin fee / account holder | $405 | $5,881-93.1% | $9,015-95.5% | $4,297-90.6% |