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 | $173,194 | $138,347+25.2% | $184,203-6.0% | $80,856+114.2% |
| Participation rate | 86.7% | 83.9%+2.8pp | 86.8%-0.2pp | 67.6%+19.0pp |
| Annual return | 13.47% | 20.02%-6.5pp | 28.81%-15.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,148 | $4,850-55.7% | $6,427-66.6% | $2,755-22.0% |
| Participant deferral / active EE | $5,410 | $7,071-23.5% | $9,131-40.8% | $4,296+25.9% |
| Admin fee / account holder | $1,435 | $10,483-86.3% | $13,901-89.7% | $6,918-79.3% |