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 | $36,367 | $41,377-12.1% | $109,313-66.7% | $62,891-42.2% |
| Participation rate | 76.0% | 57.5%+18.5pp | 71.3%+4.7pp | 69.3%+6.7pp |
| Annual return | 6.33% | 11.05%-4.7pp | 22.07%-15.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,791 | $1,276+118.7% | $3,892-28.3% | $2,281+22.4% |
| Participant deferral / active EE | $2,752 | $2,045+34.6% | $3,166-13.1% | $3,203-14.1% |
| Admin fee / account holder | $4,623 | $2,884+60.3% | $5,666-18.4% | $4,296+7.6% |