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 | $156,739 | $125,758+24.6% | $169,993-7.8% | $75,163+108.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.19% | 27.20%-11.0pp | 53.37%-37.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $6,153 | $4,615+33.3% | $6,785-9.3% | $2,670+130.5% |
| Participant deferral / active EE | $4,621 | $6,837-32.4% | $10,408-55.6% | $4,125+12.0% |
| Admin fee / account holder | $6,698 | $8,173-18.0% | $12,815-47.7% | $5,651+18.5% |