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 | $180,234 | $125,758+43.3% | $169,993+6.0% | $75,163+139.8% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.0%+10.4pp | 67.2%+30.2pp |
| Annual return | 22.73% | 27.20%-4.5pp | 53.37%-30.6pp | 160.62%-137.9pp |
| Employer contribution / active EE | $3,226 | $4,615-30.1% | $6,785-52.5% | $2,670+20.8% |
| Participant deferral / active EE | $4,259 | $6,837-37.7% | $10,408-59.1% | $4,125+3.2% |
| Admin fee / account holder | $9,159 | $8,173+12.1% | $12,815-28.5% | $5,651+62.1% |