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 | $61,180 | $140,578-56.5% | $100,671-39.2% | $125,391-51.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 1.62% | 24.67%-23.1pp | 20.43%-18.8pp | 282.22%-280.6pp |
| Employer contribution / active EE | $2,354 | $5,965-60.5% | $4,012-41.3% | $4,866-51.6% |
| Participant deferral / active EE | $2,843 | $3,981-28.6% | $3,144-9.6% | $5,352-46.9% |
| Admin fee / account holder | $1,311 | $6,716-80.5% | $4,850-73.0% | $9,540-86.3% |