Filed November 12, 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 | $104,971 | $67,606+55.3% | $82,313+27.5% | $70,131+49.7% |
| Participation rate | 90.1% | 72.8%+17.3pp | 76.9%+13.2pp | 69.5%+20.6pp |
| Annual return | 17.56% | 21.57%-4.0pp | 25.88%-8.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,161 | $1,755-33.8% | $2,428-52.2% | $2,342-50.4% |
| Participant deferral / active EE | $5,485 | $2,987+83.6% | $3,706+48.0% | $3,332+64.6% |
| Admin fee / account holder | $10,139 | $4,512+124.7% | $5,608+80.8% | $4,645+118.3% |