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 | $116,874 | $201,272-41.9% | $184,203-36.6% | $145,922-19.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.00% | 29.00%-11.0pp | 28.81%-10.8pp | 561.29%-543.3pp |
| Employer contribution / active EE | $7,868 | $7,022+12.1% | $6,427+22.4% | $4,660+68.9% |
| Participant deferral / active EE | $5,498 | $9,806-43.9% | $9,131-39.8% | $6,688-17.8% |
| Admin fee / account holder | $3,752 | $16,364-77.1% | $13,901-73.0% | $13,397-72.0% |