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 | $155,469 | $63,355+145.4% | $91,989+69.0% | $72,985+113.0% |
| Participation rate | 70.5% | 72.5%-2.1pp | 78.6%-8.2pp | 69.5%+1.0pp |
| Annual return | 19.50% | 35.35%-15.8pp | 69.02%-49.5pp | 81.00%-61.5pp |
| Employer contribution / active EE | $448 | $2,116-78.8% | $3,452-87.0% | $2,440-81.6% |
| Participant deferral / active EE | $5,445 | $4,883+11.5% | $5,923-8.1% | $3,607+50.9% |
| Admin fee / account holder | $2,974 | $4,668-36.3% | $7,743-61.6% | $5,124-42.0% |