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 | $170,319 | $109,413+55.7% | $156,263+9.0% | $84,808+100.8% |
| Participation rate | 77.1% | 72.7%+4.4pp | 78.9%-1.8pp | 68.3%+8.8pp |
| Annual return | 13.34% | 20.18%-6.8pp | 59.47%-46.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,427 | $2,907-16.5% | $4,333-44.0% | $2,631-7.8% |
| Participant deferral / active EE | $4,541 | $4,590-1.1% | $6,158-26.3% | $4,212+7.8% |
| Admin fee / account holder | $9,629 | $9,357+2.9% | $14,255-32.4% | $7,344+31.1% |