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 | $41,708 | $165,912-74.9% | $122,332-65.9% | $147,584-71.7% |
| Participation rate | 79.2% | 79.6%-0.4pp | 71.6%+7.5pp | 82.8%-3.7pp |
| Annual return | 16.01% | 34.55%-18.5pp | 30.27%-14.3pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,984 | $5,754-48.1% | $4,050-26.3% | $4,876-38.8% |
| Participant deferral / active EE | $3,044 | $4,005-24.0% | $3,287-7.4% | $5,439-44.0% |
| Admin fee / account holder | $1,471 | $7,424-80.2% | $5,478-73.1% | $10,885-86.5% |