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 | $213,084 | $80,673+164.1% | $101,326+110.3% | $84,808+151.3% |
| Participation rate | 73.9% | 77.8%-3.9pp | 81.5%-7.6pp | 68.3%+5.6pp |
| Annual return | 17.58% | 38.95%-21.4pp | 36.82%-19.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $468 | $2,698-82.7% | $3,665-87.2% | $2,631-82.2% |
| Participant deferral / active EE | $5,334 | $6,840-22.0% | $7,994-33.3% | $4,212+26.7% |
| Admin fee / account holder | $7,620 | $12,784-40.4% | $11,185-31.9% | $7,344+3.8% |