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 | $96,704 | $123,793-21.9% | $177,821-45.6% | $79,858+21.1% |
| Participation rate | 84.4% | 84.7%-0.2pp | 87.7%-3.3pp | 69.6%+14.8pp |
| Annual return | 11.02% | 22.82%-11.8pp | 48.32%-37.3pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,921 | $4,095-53.1% | $5,918-67.5% | $2,471-22.2% |
| Participant deferral / active EE | $2,939 | $5,956-50.7% | $7,714-61.9% | $3,740-21.4% |
| Admin fee / account holder | $14,601 | $7,243+101.6% | $12,427+17.5% | $5,306+175.2% |