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 | $65,783 | $87,841-25.1% | $133,980-50.9% | $62,891+4.6% |
| Participation rate | 91.6% | 83.4%+8.2pp | 87.1%+4.5pp | 69.3%+22.3pp |
| Annual return | 12.75% | 12.05%+0.7pp | 29.30%-16.5pp | 20.14%-7.4pp |
| Employer contribution / active EE | $1,973 | $3,483-43.3% | $5,211-62.1% | $2,281-13.5% |
| Participant deferral / active EE | $3,593 | $4,812-25.3% | $6,282-42.8% | $3,203+12.2% |
| Admin fee / account holder | $9,187 | $5,371+71.0% | $9,324-1.5% | $4,296+113.9% |