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 | $42,443 | $124,281-65.8% | $109,143-61.1% | $167,490-74.7% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 13.69% | 26.04%-12.4pp | 25.75%-12.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,756 | $4,207-34.5% | $3,722-25.9% | $4,837-43.0% |
| Participant deferral / active EE | $4,855 | $5,255-7.6% | $4,653+4.3% | $6,341-23.4% |
| Admin fee / account holder | $842 | $7,970-89.4% | $6,752-87.5% | $12,309-93.2% |