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 | $77,681 | $88,707-12.4% | $74,183+4.7% | $273,961-71.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 9.68% | 11.94%-2.3pp | 17.74%-8.1pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,103 | $3,159-65.1% | $2,370-53.5% | $4,869-77.3% |
| Participant deferral / active EE | $4,083 | $4,212-3.1% | $3,550+15.0% | $5,287-22.8% |
| Admin fee / account holder | $573 | $8,717-93.4% | $5,586-89.7% | $10,132-94.3% |