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 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 | $191,398 | $127,065+50.6% | $113,168+69.1% | $142,382+34.4% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 12.40% | 24.03%-11.6pp | 24.27%-11.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,277 | $3,442-33.8% | $2,975-23.5% | $4,299-47.0% |
| Participant deferral / active EE | $4,256 | $5,716-25.5% | $5,107-16.7% | $6,507-34.6% |
| Admin fee / account holder | $7,808 | $15,736-50.4% | $12,068-35.3% | $12,624-38.2% |