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 | $119,654 | $123,793-3.3% | $177,821-32.7% | $79,858+49.8% |
| Participation rate | 88.9% | 84.7%+4.2pp | 87.7%+1.2pp | 69.6%+19.3pp |
| Annual return | 19.24% | 22.82%-3.6pp | 48.32%-29.1pp | 31.71%-12.5pp |
| Employer contribution / active EE | $5,483 | $4,095+33.9% | $5,918-7.4% | $2,471+121.9% |
| Participant deferral / active EE | $4,171 | $5,956-30.0% | $7,714-45.9% | $3,740+11.5% |
| Admin fee / account holder | $8,581 | $7,243+18.5% | $12,427-30.9% | $5,306+61.7% |