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 | $80,194 | $110,094-27.2% | $151,611-47.1% | $68,494+17.1% |
| Participation rate | 98.8% | 84.0%+14.8pp | 87.5%+11.3pp | 67.9%+30.9pp |
| Annual return | 3.80% | -10.12%+13.9pp | 3.33%+0.5pp | -7.84%+11.6pp |
| Employer contribution / active EE | $4,270 | $4,471-4.5% | $6,166-30.8% | $2,596+64.5% |
| Participant deferral / active EE | $5,243 | $6,527-19.7% | $8,363-37.3% | $4,027+30.2% |
| Admin fee / account holder | $6,793 | $7,719-12.0% | $11,616-41.5% | $5,403+25.7% |