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 | $96,368 | $91,190+5.7% | $178,490-46.0% | $79,858+20.7% |
| Participation rate | 75.4% | 69.2%+6.2pp | 81.9%-6.6pp | 69.6%+5.7pp |
| Annual return | 15.30% | 24.19%-8.9pp | 151.07%-135.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,680 | $3,256-17.7% | $5,011-46.5% | $2,471+8.4% |
| Participant deferral / active EE | $2,360 | $3,236-27.1% | $5,202-54.6% | $3,740-36.9% |
| Admin fee / account holder | $2,586 | $6,751-61.7% | $13,984-81.5% | $5,306-51.3% |