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 | $174,743 | $76,407+128.7% | $150,298+16.3% | $82,448+111.9% |
| Participation rate | 85.7% | 66.4%+19.3pp | 77.8%+8.0pp | 68.1%+17.6pp |
| Annual return | 16.56% | 39.99%-23.4pp | 62.79%-46.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $6,052 | $2,614+131.5% | $4,154+45.7% | $2,551+137.3% |
| Participant deferral / active EE | $5,685 | $3,214+76.9% | $5,453+4.3% | $4,139+37.3% |
| Admin fee / account holder | $11,660 | $6,352+83.6% | $14,116-17.4% | $7,234+61.2% |