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 | $144,576 | $91,552+57.9% | $133,956+7.9% | $79,858+81.0% |
| Participation rate | 89.9% | 73.3%+16.5pp | 79.8%+10.0pp | 69.6%+20.2pp |
| Annual return | 15.66% | 61.85%-46.2pp | 45.09%-29.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,817 | $2,384-23.8% | $3,919-53.6% | $2,471-26.5% |
| Participant deferral / active EE | $7,961 | $3,733+113.2% | $5,048+57.7% | $3,740+112.9% |
| Admin fee / account holder | $10,065 | $6,321+59.2% | $8,927+12.8% | $5,306+89.7% |