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 | $146,717 | $197,591-25.7% | $177,821-17.5% | $158,922-7.7% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 7.25% | 58.76%-51.5pp | 48.32%-41.1pp | 302.83%-295.6pp |
| Employer contribution / active EE | $6,967 | $6,697+4.0% | $5,918+17.7% | $4,761+46.3% |
| Participant deferral / active EE | $3,524 | $8,405-58.1% | $7,714-54.3% | $5,982-41.1% |
| Admin fee / account holder | $2,845 | $15,399-81.5% | $12,427-77.1% | $11,246-74.7% |