Filed August 23, 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 | $130,843 | $109,359+19.6% | $162,163-19.3% | $72,985+79.3% |
| Participation rate | 93.3% | 84.3%+9.1pp | 87.6%+5.8pp | 69.5%+23.8pp |
| Annual return | 22.93% | 25.46%-2.5pp | 115.59%-92.7pp | 81.00%-58.1pp |
| Employer contribution / active EE | $3,204 | $3,907-18.0% | $5,614-42.9% | $2,440+31.3% |
| Participant deferral / active EE | $4,687 | $5,481-14.5% | $7,298-35.8% | $3,607+29.9% |
| Admin fee / account holder | $2,442 | $7,972-69.4% | $10,843-77.5% | $5,124-52.3% |