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 | $156,180 | $70,475+121.6% | $100,516+55.4% | $79,858+95.6% |
| Participation rate | 70.8% | 73.7%-2.8pp | 79.4%-8.6pp | 69.6%+1.2pp |
| Annual return | 13.87% | 21.90%-8.0pp | 30.89%-17.0pp | 31.71%-17.8pp |
| Employer contribution / active EE | $515 | $2,165-76.2% | $3,418-84.9% | $2,471-79.1% |
| Participant deferral / active EE | $5,767 | $5,181+11.3% | $6,270-8.0% | $3,740+54.2% |
| Admin fee / account holder | $9,180 | $4,478+105.0% | $8,081+13.6% | $5,306+73.0% |