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 | $74,724 | $71,516+4.5% | $98,439-24.1% | $71,457+4.6% |
| Participation rate | 70.1% | 72.7%-2.6pp | 75.2%-5.1pp | 67.9%+2.2pp |
| Annual return | 15.05% | 32.41%-17.4pp | 21.16%-6.1pp | 28.85%-13.8pp |
| Employer contribution / active EE | $848 | $2,399-64.7% | $3,048-72.2% | $2,588-67.2% |
| Participant deferral / active EE | $2,727 | $4,109-33.6% | $4,738-42.4% | $4,289-36.4% |
| Admin fee / account holder | $3,081 | $1,675+84.0% | $8,948-65.6% | $1,587+94.1% |