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 | $88,691 | $54,762+62.0% | $90,281-1.8% | $72,985+21.5% |
| Participation rate | 87.6% | 65.1%+22.5pp | 73.3%+14.4pp | 69.5%+18.2pp |
| Annual return | 24.84% | 30.63%-5.8pp | 78.10%-53.3pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,980 | $2,092-5.4% | $2,854-30.6% | $2,440-18.8% |
| Participant deferral / active EE | $3,952 | $2,887+36.9% | $3,885+1.7% | $3,607+9.6% |
| Admin fee / account holder | $1,238 | $3,972-68.8% | $5,351-76.9% | $5,124-75.8% |