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 | $128,189 | $56,053+128.7% | $75,972+68.7% | $80,856+58.5% |
| Participation rate | 86.5% | 62.0%+24.5pp | 69.1%+17.5pp | 67.6%+18.9pp |
| Annual return | 14.52% | 20.53%-6.0pp | 359.55%-345.0pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,012 | $1,874-46.0% | $2,685-62.3% | $2,755-63.3% |
| Participant deferral / active EE | $8,770 | $3,052+187.4% | $4,255+106.1% | $4,296+104.2% |
| Admin fee / account holder | $6,332 | $5,234+21.0% | $6,467-2.1% | $6,918-8.5% |