Filed August 11, 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 | $68,252 | $109,359-37.6% | $162,163-57.9% | $72,985-6.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 27.13% | 25.46%+1.7pp | 115.59%-88.5pp | 81.00%-53.9pp |
| Employer contribution / active EE | $2,183 | $3,907-44.1% | $5,614-61.1% | $2,440-10.5% |
| Participant deferral / active EE | $3,652 | $5,481-33.4% | $7,298-50.0% | $3,607+1.2% |
| Admin fee / account holder | $1,101 | $7,972-86.2% | $10,843-89.8% | $5,124-78.5% |