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 | $50,393 | $54,541-7.6% | $78,778-36.0% | $70,131-28.1% |
| Participation rate | 76.1% | 60.8%+15.3pp | 69.2%+6.9pp | 69.5%+6.5pp |
| Annual return | 16.05% | 21.07%-5.0pp | 35.62%-19.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,228 | $1,089+12.8% | $1,986-38.1% | $2,342-47.6% |
| Participant deferral / active EE | $2,946 | $2,210+33.3% | $2,958-0.4% | $3,332-11.6% |
| Admin fee / account holder | $12,318 | $3,709+232.2% | $5,134+139.9% | $4,645+165.2% |