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 | $156,383 | $62,586+149.9% | $76,768+103.7% | $64,186+143.6% |
| Participation rate | 84.6% | 72.8%+11.8pp | 77.0%+7.7pp | 69.6%+15.0pp |
| Annual return | -4.43% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,994 | $1,832+63.4% | $2,485+20.5% | $2,381+25.8% |
| Participant deferral / active EE | $6,352 | $3,145+102.0% | $3,852+64.9% | $3,470+83.1% |
| Admin fee / account holder | $13,442 | $4,667+188.0% | $6,675+101.4% | $4,888+175.0% |