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 | $30,374 | $80,968-62.5% | $96,544-68.5% | $75,163-59.6% |
| Participation rate | 94.6% | 71.8%+22.8pp | 76.0%+18.6pp | 67.2%+27.4pp |
| Annual return | 19.61% | 27.06%-7.4pp | 25.84%-6.2pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,432 | $2,282+6.6% | $2,965-18.0% | $2,670-8.9% |
| Participant deferral / active EE | $4,450 | $3,928+13.3% | $4,851-8.3% | $4,125+7.9% |
| Admin fee / account holder | $958 | $6,724-85.8% | $8,252-88.4% | $5,651-83.1% |