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 | $66,051 | $109,359-39.6% | $162,163-59.3% | $72,985-9.5% |
| Participation rate | 93.2% | 84.3%+9.0pp | 87.6%+5.7pp | 69.5%+23.8pp |
| Annual return | 22.52% | 25.46%-2.9pp | 115.59%-93.1pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,252 | $3,907-68.0% | $5,614-77.7% | $2,440-48.7% |
| Participant deferral / active EE | $3,717 | $5,481-32.2% | $7,298-49.1% | $3,607+3.0% |
| Admin fee / account holder | $3,443 | $7,972-56.8% | $10,843-68.2% | $5,124-32.8% |