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 | $241,483 | $60,349+300.1% | $74,183+225.5% | $62,891+284.0% |
| Participation rate | 94.7% | 72.7%+22.0pp | 76.6%+18.1pp | 69.3%+25.4pp |
| Annual return | 6.42% | 21.37%-15.0pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $4,057 | $1,680+141.5% | $2,370+71.2% | $2,281+77.9% |
| Participant deferral / active EE | $7,111 | $2,856+149.0% | $3,550+100.3% | $3,203+122.0% |
| Admin fee / account holder | $14,324 | $4,261+236.2% | $5,586+156.4% | $4,296+233.5% |