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 | $128,922 | $148,978-13.5% | $200,582-35.7% | $84,808+52.0% |
| Participation rate | 89.7% | 84.2%+5.4pp | 86.9%+2.8pp | 68.3%+21.3pp |
| Annual return | 51.89% | 28.16%+23.7pp | 42.33%+9.6pp | 40.90%+11.0pp |
| Employer contribution / active EE | $2,861 | $4,815-40.6% | $6,419-55.4% | $2,631+8.7% |
| Participant deferral / active EE | $4,606 | $7,142-35.5% | $9,331-50.6% | $4,212+9.4% |
| Admin fee / account holder | $10,257 | $13,977-26.6% | $16,305-37.1% | $7,344+39.7% |