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 | $142,575 | $101,724+40.2% | $164,813-13.5% | $80,856+76.3% |
| Participation rate | 80.9% | 71.8%+9.0pp | 78.6%+2.2pp | 67.6%+13.2pp |
| Annual return | 12.75% | 16.72%-4.0pp | 69.93%-57.2pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,255 | $2,953-23.6% | $4,341-48.0% | $2,755-18.1% |
| Participant deferral / active EE | $4,672 | $4,477+4.3% | $6,031-22.5% | $4,296+8.8% |
| Admin fee / account holder | $2,571 | $8,227-68.8% | $12,690-79.7% | $6,918-62.8% |