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 | $34,530 | $35,183-1.9% | $73,545-53.0% | $70,131-50.8% |
| Participation rate | 86.5% | 42.9%+43.6pp | 54.9%+31.6pp | 69.5%+16.9pp |
| Annual return | 14.30% | 26.90%-12.6pp | -15.16%+29.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $852 | $709+20.2% | $1,219-30.1% | $2,342-63.6% |
| Participant deferral / active EE | $2,639 | $1,220+116.4% | $1,806+46.1% | $3,332-20.8% |
| Admin fee / account holder | $6,620 | $2,302+187.5% | $2,320+185.4% | $4,645+42.5% |