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 | $109,451 | $91,552+19.6% | $133,956-18.3% | $79,858+37.1% |
| Participation rate | 76.6% | 73.3%+3.2pp | 79.8%-3.2pp | 69.6%+7.0pp |
| Annual return | 12.56% | 61.85%-49.3pp | 45.09%-32.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,080 | $2,384-12.8% | $3,919-46.9% | $2,471-15.8% |
| Participant deferral / active EE | $4,163 | $3,733+11.5% | $5,048-17.5% | $3,740+11.3% |
| Admin fee / account holder | $17,462 | $6,321+176.3% | $8,927+95.6% | $5,306+229.1% |