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 | $132,613 | $123,793+7.1% | $177,821-25.4% | $79,858+66.1% |
| Participation rate | 96.1% | 84.7%+11.4pp | 87.7%+8.4pp | 69.6%+26.5pp |
| Annual return | 14.76% | 22.82%-8.1pp | 48.32%-33.6pp | 31.71%-17.0pp |
| Employer contribution / active EE | $4,587 | $4,095+12.0% | $5,918-22.5% | $2,471+85.7% |
| Participant deferral / active EE | $3,790 | $5,956-36.4% | $7,714-50.9% | $3,740+1.3% |
| Admin fee / account holder | $3,176 | $7,243-56.2% | $12,427-74.4% | $5,306-40.2% |