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 | $93,740 | $48,076+95.0% | $78,689+19.1% | $62,891+49.1% |
| Participation rate | 87.1% | 65.2%+21.9pp | 73.6%+13.5pp | 69.3%+17.8pp |
| Annual return | 7.96% | 31.35%-23.4pp | 62.18%-54.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,651 | $2,015+81.2% | $2,851+28.1% | $2,281+60.1% |
| Participant deferral / active EE | $4,325 | $2,588+67.1% | $3,517+23.0% | $3,203+35.0% |
| Admin fee / account holder | $6,038 | $3,207+88.3% | $4,510+33.9% | $4,296+40.6% |