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 | $41,763 | $56,110-25.6% | $94,993-56.0% | $70,131-40.4% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.9%+23.5pp | 69.5%+27.8pp |
| Annual return | 13.42% | 51.02%-37.6pp | 27.12%-13.7pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,627 | $1,442+12.8% | $2,603-37.5% | $2,342-30.5% |
| Participant deferral / active EE | $1,124 | $2,391-53.0% | $3,317-66.1% | $3,332-66.3% |
| Admin fee / account holder | $1,373 | $3,456-60.3% | $4,960-72.3% | $4,645-70.4% |