Filed September 2, 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 | $39,270 | $79,944-50.9% | $98,439-60.1% | $75,163-47.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 45.35% | 19.75%+25.6pp | 21.16%+24.2pp | 160.62%-115.3pp |
| Employer contribution / active EE | $1,508 | $2,264-33.4% | $3,048-50.5% | $2,670-43.5% |
| Participant deferral / active EE | $5,471 | $3,752+45.8% | $4,738+15.5% | $4,125+32.6% |
| Admin fee / account holder | $3,266 | $6,840-52.3% | $8,948-63.5% | $5,651-42.2% |