Filed November 12, 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 | $186,530 | $167,484+11.4% | $151,611+23.0% | $134,475+38.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.15% | 7.80%-13.9pp | 3.33%-9.5pp | 417.96%-424.1pp |
| Employer contribution / active EE | $1,937 | $6,829-71.6% | $6,166-68.6% | $4,740-59.1% |
| Participant deferral / active EE | $4,830 | $8,986-46.2% | $8,363-42.2% | $6,400-24.5% |
| Admin fee / account holder | $843 | $13,783-93.9% | $11,616-92.7% | $11,426-92.6% |