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 | $64,160 | $123,793-48.2% | $177,821-63.9% | $79,858-19.7% |
| Participation rate | 93.8% | 84.7%+9.1pp | 87.7%+6.0pp | 69.6%+24.1pp |
| Annual return | 17.08% | 22.82%-5.7pp | 48.32%-31.2pp | 31.71%-14.6pp |
| Employer contribution / active EE | $2,454 | $4,095-40.1% | $5,918-58.5% | $2,471-0.7% |
| Participant deferral / active EE | $4,407 | $5,956-26.0% | $7,714-42.9% | $3,740+17.8% |
| Admin fee / account holder | $942 | $7,243-87.0% | $12,427-92.4% | $5,306-82.2% |