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 | $111,646 | $40,256+177.3% | $57,343+94.7% | $59,632+87.2% |
| Participation rate | 90.3% | 69.2%+21.1pp | 75.1%+15.2pp | 68.7%+21.6pp |
| Annual return | 3.15% | 27.49%-24.3pp | 24.39%-21.2pp | 2041.28%-2038.1pp |
| Employer contribution / active EE | $4,002 | $1,922+108.2% | $2,689+48.9% | $2,203+81.7% |
| Participant deferral / active EE | $4,002 | $2,399+66.8% | $3,162+26.5% | $3,192+25.4% |
| Admin fee / account holder | $6,331 | $2,818+124.7% | $3,356+88.7% | $4,297+47.3% |