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 | $202,018 | $109,359+84.7% | $162,163+24.6% | $72,985+176.8% |
| Participation rate | 95.3% | 84.3%+11.1pp | 87.6%+7.8pp | 69.5%+25.9pp |
| Annual return | 20.35% | 25.46%-5.1pp | 115.59%-95.2pp | 81.00%-60.6pp |
| Employer contribution / active EE | $3,919 | $3,907+0.3% | $5,614-30.2% | $2,440+60.6% |
| Participant deferral / active EE | $6,172 | $5,481+12.6% | $7,298-15.4% | $3,607+71.1% |
| Admin fee / account holder | $10,011 | $7,972+25.6% | $10,843-7.7% | $5,124+95.4% |