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 | $38,554 | $113,339-66.0% | $94,993-59.4% | $147,584-73.9% |
| Participation rate | 84.2% | 78.0%+6.2pp | 73.9%+10.3pp | 82.8%+1.4pp |
| Annual return | 14.28% | 20.77%-6.5pp | 27.12%-12.8pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,148 | $3,160-63.7% | $2,603-55.9% | $4,876-76.5% |
| Participant deferral / active EE | $2,322 | $3,777-38.5% | $3,317-30.0% | $5,439-57.3% |
| Admin fee / account holder | $499 | $6,063-91.8% | $4,960-89.9% | $10,885-95.4% |