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 | $32,265 | $181,894-82.3% | $156,549-79.4% | $273,961-88.2% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 8.17% | 30.74%-22.6pp | 32.23%-24.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,430 | $6,248-61.1% | $5,501-55.8% | $4,869-50.1% |
| Participant deferral / active EE | $2,505 | $5,550-54.9% | $4,871-48.6% | $5,287-52.6% |
| Admin fee / account holder | $4,021 | $15,559-74.2% | $13,027-69.1% | $10,132-60.3% |