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 | $153,110 | $123,793+23.7% | $177,821-13.9% | $79,858+91.7% |
| Participation rate | 81.3% | 84.7%-3.4pp | 87.7%-6.5pp | 69.6%+11.6pp |
| Annual return | 11.73% | 22.82%-11.1pp | 48.32%-36.6pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,846 | $4,095-30.5% | $5,918-51.9% | $2,471+15.2% |
| Participant deferral / active EE | $5,757 | $5,956-3.3% | $7,714-25.4% | $3,740+53.9% |
| Admin fee / account holder | $1,349 | $7,243-81.4% | $12,427-89.1% | $5,306-74.6% |