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 3-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 | $59,262 | $58,828+0.7% | $77,999-24.0% | $62,891-5.8% |
| Participation rate | 92.1% | 71.1%+21.0pp | 75.5%+16.6pp | 69.3%+22.8pp |
| Annual return | 5.48% | 17.16%-11.7pp | 425.96%-420.5pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,424 | $1,672+45.0% | $2,470-1.9% | $2,281+6.3% |
| Participant deferral / active EE | $1,724 | $2,686-35.8% | $3,497-50.7% | $3,203-46.2% |
| Admin fee / account holder | $7,195 | $4,393+63.8% | $5,480+31.3% | $4,296+67.5% |