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 | $90,234 | $135,952-33.6% | $123,892-27.2% | $273,961-67.1% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 8.30% | 56.63%-48.3pp | 47.52%-39.2pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,179 | $5,170-57.9% | $4,617-52.8% | $4,869-55.2% |
| Participant deferral / active EE | $4,230 | $6,343-33.3% | $5,984-29.3% | $5,287-20.0% |
| Admin fee / account holder | $4,577 | $9,817-53.4% | $8,357-45.2% | $10,132-54.8% |