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 | $44,853 | $138,347-67.6% | $184,203-75.7% | $80,856-44.5% |
| Participation rate | 93.1% | 83.9%+9.2pp | 86.8%+6.3pp | 67.6%+25.5pp |
| Annual return | 12.12% | 20.02%-7.9pp | 28.81%-16.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,548 | $4,850-47.5% | $6,427-60.3% | $2,755-7.5% |
| Participant deferral / active EE | $3,770 | $7,071-46.7% | $9,131-58.7% | $4,296-12.2% |
| Admin fee / account holder | $15,900 | $10,483+51.7% | $13,901+14.4% | $6,918+129.8% |