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 | $187,349 | $86,929+115.5% | $102,423+82.9% | $80,856+131.7% |
| Participation rate | 88.5% | 72.4%+16.1pp | 76.5%+12.0pp | 67.6%+20.8pp |
| Annual return | 21.26% | 18.88%+2.4pp | 29.32%-8.1pp | 35.59%-14.3pp |
| Employer contribution / active EE | $2,204 | $2,369-7.0% | $3,023-27.1% | $2,755-20.0% |
| Participant deferral / active EE | $3,118 | $4,118-24.3% | $5,053-38.3% | $4,296-27.4% |
| Admin fee / account holder | $26,859 | $8,049+233.7% | $9,451+184.2% | $6,918+288.2% |