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 | $82,348 | $87,841-6.3% | $133,980-38.5% | $62,891+30.9% |
| Participation rate | 97.7% | 83.4%+14.3pp | 87.1%+10.7pp | 69.3%+28.4pp |
| Annual return | 9.11% | 12.05%-2.9pp | 29.30%-20.2pp | 20.14%-11.0pp |
| Employer contribution / active EE | $5,998 | $3,483+72.2% | $5,211+15.1% | $2,281+163.0% |
| Participant deferral / active EE | $4,052 | $4,812-15.8% | $6,282-35.5% | $3,203+26.5% |
| Admin fee / account holder | $7,680 | $5,371+43.0% | $9,324-17.6% | $4,296+78.8% |