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 | $179,691 | $138,347+29.9% | $184,203-2.4% | $80,856+122.2% |
| Participation rate | 98.7% | 83.9%+14.8pp | 86.8%+11.9pp | 67.6%+31.1pp |
| Annual return | 14.12% | 20.02%-5.9pp | 28.81%-14.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $5,494 | $4,850+13.3% | $6,427-14.5% | $2,755+99.4% |
| Participant deferral / active EE | $4,998 | $7,071-29.3% | $9,131-45.3% | $4,296+16.3% |
| Admin fee / account holder | $3,564 | $10,483-66.0% | $13,901-74.4% | $6,918-48.5% |