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 | $117,541 | $60,349+94.8% | $74,183+58.4% | $62,891+86.9% |
| Participation rate | 92.4% | 72.7%+19.7pp | 76.6%+15.8pp | 69.3%+23.1pp |
| Annual return | 7.94% | 21.37%-13.4pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,380 | $1,680+41.7% | $2,370+0.4% | $2,281+4.3% |
| Participant deferral / active EE | $3,278 | $2,856+14.8% | $3,550-7.6% | $3,203+2.4% |
| Admin fee / account holder | $3,322 | $4,261-22.0% | $5,586-40.5% | $4,296-22.7% |