Filed November 16, 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 7-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 | $125,944 | $72,277+74.3% | $101,248+24.4% | $79,858+57.7% |
| Participation rate | 79.4% | 68.5%+11.0pp | 75.8%+3.6pp | 69.6%+9.8pp |
| Annual return | 14.13% | 22.30%-8.2pp | 46.47%-32.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,455 | $2,692-45.9% | $3,660-60.2% | $2,471-41.1% |
| Participant deferral / active EE | $5,676 | $3,282+73.0% | $4,370+29.9% | $3,740+51.8% |
| Admin fee / account holder | $3,579 | $4,400-18.7% | $5,945-39.8% | $5,306-32.6% |