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 | $59,254 | $109,359-45.8% | $162,163-63.5% | $72,985-18.8% |
| Participation rate | 88.2% | 84.3%+4.0pp | 87.6%+0.7pp | 69.5%+18.7pp |
| Annual return | 21.75% | 25.46%-3.7pp | 115.59%-93.8pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,217 | $3,907-43.3% | $5,614-60.5% | $2,440-9.1% |
| Participant deferral / active EE | $4,124 | $5,481-24.8% | $7,298-43.5% | $3,607+14.3% |
| Admin fee / account holder | $15,246 | $7,972+91.2% | $10,843+40.6% | $5,124+197.5% |