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 | $108,957 | $94,529+15.3% | $140,016-22.2% | $64,186+69.8% |
| Participation rate | 81.9% | 84.1%-2.2pp | 87.5%-5.6pp | 69.6%+12.4pp |
| Annual return | 9.47% | 7.77%+1.7pp | 651.12%-641.6pp | 7.63%+1.8pp |
| Employer contribution / active EE | $2,325 | $3,812-39.0% | $5,606-58.5% | $2,381-2.3% |
| Participant deferral / active EE | $4,717 | $5,250-10.1% | $6,927-31.9% | $3,470+36.0% |
| Admin fee / account holder | $3,854 | $6,741-42.8% | $10,705-64.0% | $4,888-21.2% |