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 | $165,713 | $56,277+194.5% | $80,975+104.6% | $62,891+163.5% |
| Participation rate | 86.5% | 69.0%+17.5pp | 75.8%+10.7pp | 69.3%+17.2pp |
| Annual return | 7.62% | 22.12%-14.5pp | 17.10%-9.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $574 | $1,943-70.5% | $3,714-84.6% | $2,281-74.8% |
| Participant deferral / active EE | $6,931 | $4,195+65.2% | $5,696+21.7% | $3,203+116.4% |
| Admin fee / account holder | $2,092 | $3,741-44.1% | $5,516-62.1% | $4,296-51.3% |