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 | $84,603 | $123,793-31.7% | $177,821-52.4% | $79,858+5.9% |
| Participation rate | 98.4% | 84.7%+13.7pp | 87.7%+10.7pp | 69.6%+28.8pp |
| Annual return | 20.72% | 22.82%-2.1pp | 48.32%-27.6pp | 31.71%-11.0pp |
| Employer contribution / active EE | $2,643 | $4,095-35.5% | $5,918-55.3% | $2,471+7.0% |
| Participant deferral / active EE | $4,260 | $5,956-28.5% | $7,714-44.8% | $3,740+13.9% |
| Admin fee / account holder | $1,128 | $7,243-84.4% | $12,427-90.9% | $5,306-78.7% |