Filed October 19, 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 | $85,958 | $217,402-60.5% | $185,823-53.7% | $167,490-48.7% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 12.18% | 148.36%-136.2pp | 122.05%-109.9pp | 478.56%-466.4pp |
| Employer contribution / active EE | $6,076 | $5,873+3.5% | $5,167+17.6% | $4,837+25.6% |
| Participant deferral / active EE | $4,685 | $6,356-26.3% | $5,568-15.8% | $6,341-26.1% |
| Admin fee / account holder | $695 | $19,811-96.5% | $16,237-95.7% | $12,309-94.4% |