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 | $140,389 | $106,749+31.5% | $145,433-3.5% | $82,448+70.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.43% | 27.59%-10.2pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $4,129 | $3,444+19.9% | $4,554-9.3% | $2,551+61.8% |
| Participant deferral / active EE | $7,633 | $6,519+17.1% | $7,897-3.3% | $4,139+84.4% |
| Admin fee / account holder | $2,647 | $8,390-68.5% | $13,129-79.8% | $7,234-63.4% |