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 | $148,868 | $110,094+35.2% | $151,611-1.8% | $68,494+117.3% |
| Participation rate | 90.2% | 84.0%+6.3pp | 87.5%+2.7pp | 67.9%+22.4pp |
| Annual return | -16.62% | -10.12%-6.5pp | 3.33%-20.0pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,954 | $4,471-33.9% | $6,166-52.1% | $2,596+13.8% |
| Participant deferral / active EE | $3,648 | $6,527-44.1% | $8,363-56.4% | $4,027-9.4% |
| Admin fee / account holder | $4,555 | $7,719-41.0% | $11,616-60.8% | $5,403-15.7% |