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 | $107,282 | $109,359-1.9% | $162,163-33.8% | $72,985+47.0% |
| Participation rate | 93.6% | 84.3%+9.3pp | 87.6%+6.0pp | 69.5%+24.1pp |
| Annual return | 25.12% | 25.46%-0.3pp | 115.59%-90.5pp | 81.00%-55.9pp |
| Employer contribution / active EE | $5,262 | $3,907+34.7% | $5,614-6.3% | $2,440+115.7% |
| Participant deferral / active EE | $4,260 | $5,481-22.3% | $7,298-41.6% | $3,607+18.1% |
| Admin fee / account holder | $16,562 | $7,972+107.8% | $10,843+52.7% | $5,124+223.2% |