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 | $110,423 | $197,591-44.1% | $177,821-37.9% | $158,922-30.5% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.7%-3.1pp | 82.0%+2.7pp |
| Annual return | 8.56% | 58.76%-50.2pp | 48.32%-39.8pp | 302.83%-294.3pp |
| Employer contribution / active EE | $2,072 | $6,697-69.1% | $5,918-65.0% | $4,761-56.5% |
| Participant deferral / active EE | $4,418 | $8,405-47.4% | $7,714-42.7% | $5,982-26.1% |
| Admin fee / account holder | $677 | $15,399-95.6% | $12,427-94.6% | $11,246-94.0% |