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 | $173,357 | $109,413+58.4% | $156,263+10.9% | $84,808+104.4% |
| Participation rate | 85.7% | 72.7%+13.0pp | 78.9%+6.8pp | 68.3%+17.4pp |
| Annual return | 14.54% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,628 | $4,590+22.6% | $6,158-8.6% | $4,212+33.6% |
| Admin fee / account holder | $37,007 | $9,357+295.5% | $14,255+159.6% | $7,344+403.9% |