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 | $71,953 | $138,347-48.0% | $184,203-60.9% | $80,856-11.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 86.8%-3.5pp | 67.6%+15.7pp |
| Annual return | 12.52% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,668 | $4,850-45.0% | $6,427-58.5% | $2,755-3.2% |
| Participant deferral / active EE | $4,407 | $7,071-37.7% | $9,131-51.7% | $4,296+2.6% |
| Admin fee / account holder | $14,537 | $10,483+38.7% | $13,901+4.6% | $6,918+110.1% |