Filed October 18, 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 | $124,718 | $131,893-5.4% | $303,047-58.8% | $116,875+6.7% |
| Participation rate | 83.9% | 79.5%+4.5pp | 87.1%-3.2pp | 74.5%+9.4pp |
| Annual return | 15.83% | 15.41%+0.4pp | 2.47%+13.4pp | 16.29%-0.5pp |
| Employer contribution / active EE | $3,107 | $3,467-10.4% | $7,418-58.1% | $3,288-5.5% |
| Participant deferral / active EE | $3,878 | $4,183-7.3% | $5,070-23.5% | $3,885-0.2% |
| Admin fee / account holder | $8,181 | $14,721-44.4% | $39,333-79.2% | $12,263-33.3% |