Filed October 22, 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 | $106,780 | $45,035+137.1% | $62,995+69.5% | $70,131+52.3% |
| Participation rate | 70.3% | 69.5%+0.8pp | 74.8%-4.5pp | 69.5%+0.8pp |
| Annual return | 13.26% | 18.76%-5.5pp | 87.57%-74.3pp | 73.14%-59.9pp |
| Employer contribution / active EE | $2,912 | $2,051+42.0% | $2,759+5.6% | $2,342+24.3% |
| Participant deferral / active EE | $3,583 | $2,465+45.4% | $3,329+7.6% | $3,332+7.5% |
| Admin fee / account holder | $2,111 | $2,834-25.5% | $3,600-41.4% | $4,645-54.5% |