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 | $53,982 | $125,758-57.1% | $169,993-68.2% | $75,163-28.2% |
| Participation rate | 88.0% | 83.6%+4.4pp | 87.0%+1.0pp | 67.2%+20.8pp |
| Annual return | 30.61% | 27.20%+3.4pp | 53.37%-22.8pp | 160.62%-130.0pp |
| Employer contribution / active EE | $2,387 | $4,615-48.3% | $6,785-64.8% | $2,670-10.6% |
| Participant deferral / active EE | $3,600 | $6,837-47.4% | $10,408-65.4% | $4,125-12.7% |
| Admin fee / account holder | $1,774 | $8,173-78.3% | $12,815-86.2% | $5,651-68.6% |