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 | $88,037 | $82,032+7.3% | $123,104-28.5% | $59,632+47.6% |
| Participation rate | 92.3% | 83.2%+9.1pp | 86.8%+5.5pp | 68.7%+23.6pp |
| Annual return | 0.94% | 5.12%-4.2pp | 13.22%-12.3pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $1,332 | $3,297-59.6% | $5,151-74.1% | $2,203-39.5% |
| Participant deferral / active EE | $5,342 | $4,667+14.5% | $6,230-14.2% | $3,192+67.4% |
| Admin fee / account holder | $12,864 | $5,881+118.8% | $9,015+42.7% | $4,297+199.4% |