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 | $117,500 | $91,538+28.4% | $129,995-9.6% | $75,163+56.3% |
| Participation rate | 85.4% | 71.4%+14.0pp | 78.5%+6.9pp | 67.2%+18.2pp |
| Annual return | 14.66% | -631.11%+645.8pp | -137.18%+151.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,756 | $2,845-38.3% | $4,320-59.4% | $2,670-34.2% |
| Participant deferral / active EE | $4,024 | $4,341-7.3% | $5,820-30.9% | $4,125-2.4% |
| Admin fee / account holder | $4,611 | $6,790-32.1% | $10,614-56.6% | $5,651-18.4% |