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 | $74,442 | $135,952-45.2% | $123,892-39.9% | $273,961-72.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 15.07% | 56.63%-41.6pp | 47.52%-32.4pp | 41.45%-26.4pp |
| Employer contribution / active EE | $1,730 | $5,170-66.5% | $4,617-62.5% | $4,869-64.5% |
| Participant deferral / active EE | $8,906 | $6,343+40.4% | $5,984+48.8% | $5,287+68.5% |
| Admin fee / account holder | $29,519 | $9,817+200.7% | $8,357+253.2% | $10,132+191.3% |