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 | $146,222 | $125,758+16.3% | $169,993-14.0% | $75,163+94.5% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.0%-1.3pp | 67.2%+18.5pp |
| Annual return | 17.00% | 27.20%-10.2pp | 53.37%-36.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,215 | $4,615-52.0% | $6,785-67.3% | $2,670-17.0% |
| Participant deferral / active EE | $5,735 | $6,837-16.1% | $10,408-44.9% | $4,125+39.0% |
| Admin fee / account holder | $3,768 | $8,173-53.9% | $12,815-70.6% | $5,651-33.3% |