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 | $63,658 | $63,861-0.3% | $104,607-39.1% | $79,858-20.3% |
| Participation rate | 87.1% | 64.9%+22.2pp | 74.1%+13.0pp | 69.6%+17.5pp |
| Annual return | 10.92% | 21.30%-10.4pp | 340.46%-329.5pp | 31.71%-20.8pp |
| Employer contribution / active EE | $3,666 | $1,588+130.8% | $2,681+36.8% | $2,471+48.4% |
| Participant deferral / active EE | $1,335 | $2,693-50.4% | $3,740-64.3% | $3,740-64.3% |
| Admin fee / account holder | $5,293 | $4,185+26.5% | $6,473-18.2% | $5,306-0.2% |