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 | $149,973 | $106,515+40.8% | $96,683+55.1% | $139,434+7.6% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.3%+4.2pp | 80.3%-1.7pp |
| Annual return | 15.15% | 38.43%-23.3pp | 35.69%-20.5pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,345 | $4,103-42.8% | $3,737-37.2% | $4,751-50.6% |
| Participant deferral / active EE | $3,358 | $5,454-38.4% | $4,878-31.2% | $6,710-50.0% |
| Admin fee / account holder | $1,429 | $7,877-81.9% | $6,730-78.8% | $11,403-87.5% |