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 | $48,350 | $53,127-9.0% | $86,590-44.2% | $70,131-31.1% |
| Participation rate | 89.3% | 65.3%+24.0pp | 73.5%+15.7pp | 69.5%+19.7pp |
| Annual return | 39.83% | 27.66%+12.2pp | 964.84%-925.0pp | 73.14%-33.3pp |
| Employer contribution / active EE | $7,489 | $2,068+262.1% | $2,839+163.8% | $2,342+219.7% |
| Participant deferral / active EE | $6,315 | $2,696+134.3% | $3,609+75.0% | $3,332+89.5% |
| Admin fee / account holder | $2,604 | $3,585-27.4% | $4,906-46.9% | $4,645-43.9% |