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 | $83,383 | $54,762+52.3% | $90,281-7.6% | $72,985+14.2% |
| Participation rate | 85.7% | 65.1%+20.6pp | 73.3%+12.4pp | 69.5%+16.2pp |
| Annual return | 17.80% | 30.63%-12.8pp | 78.10%-60.3pp | 81.00%-63.2pp |
| Employer contribution / active EE | $2,739 | $2,092+30.9% | $2,854-4.1% | $2,440+12.2% |
| Participant deferral / active EE | $3,674 | $2,887+27.3% | $3,885-5.4% | $3,607+1.9% |
| Admin fee / account holder | $16,954 | $3,972+326.8% | $5,351+216.8% | $5,124+230.9% |