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 | $121,930 | $125,758-3.0% | $169,993-28.3% | $75,163+62.2% |
| Participation rate | 90.8% | 83.6%+7.2pp | 87.0%+3.8pp | 67.2%+23.6pp |
| Annual return | 23.35% | 27.20%-3.8pp | 53.37%-30.0pp | 160.62%-137.3pp |
| Employer contribution / active EE | $3,328 | $4,615-27.9% | $6,785-51.0% | $2,670+24.7% |
| Participant deferral / active EE | $5,118 | $6,837-25.2% | $10,408-50.8% | $4,125+24.1% |
| Admin fee / account holder | $12,374 | $8,173+51.4% | $12,815-3.4% | $5,651+119.0% |