Filed October 19, 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 9-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 | $183,172 | $67,606+170.9% | $82,313+122.5% | $70,131+161.2% |
| Participation rate | 89.1% | 72.8%+16.4pp | 76.9%+12.2pp | 69.5%+19.6pp |
| Annual return | 13.27% | 21.57%-8.3pp | 25.88%-12.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,716 | $1,755-2.2% | $2,428-29.3% | $2,342-26.7% |
| Participant deferral / active EE | $6,673 | $2,987+123.4% | $3,706+80.1% | $3,332+100.3% |
| Admin fee / account holder | $17,310 | $4,512+283.6% | $5,608+208.7% | $4,645+272.6% |