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 | $72,100 | $67,606+6.6% | $82,313-12.4% | $70,131+2.8% |
| Participation rate | 81.6% | 72.8%+8.9pp | 76.9%+4.7pp | 69.5%+12.1pp |
| Annual return | 16.47% | 21.57%-5.1pp | 25.88%-9.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $782 | $1,755-55.5% | $2,428-67.8% | $2,342-66.6% |
| Participant deferral / active EE | $4,185 | $2,987+40.1% | $3,706+12.9% | $3,332+25.6% |
| Admin fee / account holder | $397 | $4,512-91.2% | $5,608-92.9% | $4,645-91.5% |