Filed October 19, 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 | $101,089 | $83,477+21.1% | $125,175-19.2% | $72,985+38.5% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.5%+7.4pp |
| Annual return | 24.35% | 25.78%-1.4pp | 43.79%-19.4pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,909 | $2,345-18.6% | $3,865-50.6% | $2,440-21.8% |
| Participant deferral / active EE | $3,814 | $3,585+6.4% | $4,937-22.7% | $3,607+5.7% |
| Admin fee / account holder | $19,654 | $5,517+256.2% | $9,702+102.6% | $5,124+283.5% |