Filed December 9, 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 | $195,879 | $86,286+127.0% | $111,297+76.0% | $85,850+128.2% |
| Participation rate | 93.1% | 73.3%+19.8pp | 77.3%+15.8pp | 69.3%+23.8pp |
| Annual return | 20.47% | 19.99%+0.5pp | 54.65%-34.2pp | 318.53%-298.1pp |
| Employer contribution / active EE | $2,359 | $2,043+15.5% | $2,731-13.6% | $2,565-8.0% |
| Participant deferral / active EE | $2,767 | $3,641-24.0% | $4,487-38.3% | $3,952-30.0% |
| Admin fee / account holder | $18,642 | $8,188+127.7% | $7,964+134.1% | $6,260+197.8% |