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 | $113,169 | $57,065+98.3% | $75,670+49.6% | $70,131+61.4% |
| Participation rate | 77.5% | 68.1%+9.4pp | 72.3%+5.2pp | 69.5%+8.0pp |
| Annual return | 15.42% | 23.57%-8.1pp | 27.34%-11.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,460 | $1,817-19.6% | $2,352-37.9% | $2,342-37.7% |
| Participant deferral / active EE | $3,643 | $2,580+41.2% | $3,142+15.9% | $3,332+9.3% |
| Admin fee / account holder | $10,868 | $3,825+184.1% | $5,800+87.4% | $4,645+134.0% |