Filed October 19, 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 6-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 | $118,303 | $148,978-20.6% | $200,582-41.0% | $84,808+39.5% |
| Participation rate | 93.3% | 84.2%+9.1pp | 86.9%+6.4pp | 68.3%+25.0pp |
| Annual return | 19.78% | 28.16%-8.4pp | 42.33%-22.6pp | 40.90%-21.1pp |
| Employer contribution / active EE | $6,614 | $4,815+37.4% | $6,419+3.0% | $2,631+151.4% |
| Participant deferral / active EE | $7,226 | $7,142+1.2% | $9,331-22.6% | $4,212+71.6% |
| Admin fee / account holder | $6,085 | $13,977-56.5% | $16,305-62.7% | $7,344-17.1% |