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 | $44,325 | $87,013-49.1% | $106,213-58.3% | $80,856-45.2% |
| Participation rate | 96.4% | 70.4%+26.0pp | 75.3%+21.1pp | 67.6%+28.8pp |
| Annual return | 10.80% | 17.05%-6.3pp | 116.14%-105.3pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,180 | $2,395-50.7% | $3,171-62.8% | $2,755-57.2% |
| Participant deferral / active EE | $3,027 | $3,986-24.0% | $5,016-39.6% | $4,296-29.5% |
| Admin fee / account holder | $3,896 | $8,431-53.8% | $11,033-64.7% | $6,918-43.7% |