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 | $47,383 | $153,311-69.1% | $109,313-56.7% | $273,961-82.7% |
| Participation rate | 88.9% | 80.1%+8.8pp | 71.3%+17.6pp | 83.0%+5.9pp |
| Annual return | 7.90% | 29.86%-22.0pp | 22.07%-14.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,145 | $5,619-61.8% | $3,892-44.9% | $4,869-55.9% |
| Participant deferral / active EE | $3,577 | $3,932-9.0% | $3,166+13.0% | $5,287-32.3% |
| Admin fee / account holder | $12,238 | $8,076+51.5% | $5,666+116.0% | $10,132+20.8% |