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 | $103,829 | $95,561+8.7% | $77,163+34.6% | $139,434-25.5% |
| Participation rate | 88.9% | 73.9%+14.9pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 9.48% | 54.92%-45.4pp | 37.87%-28.4pp | 372.94%-363.5pp |
| Employer contribution / active EE | $579 | $3,147-81.6% | $2,535-77.1% | $4,751-87.8% |
| Participant deferral / active EE | $2,490 | $4,624-46.2% | $3,833-35.1% | $6,710-62.9% |
| Admin fee / account holder | $1,199 | $8,295-85.5% | $5,472-78.1% | $11,403-89.5% |