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 | $118,176 | $72,277+63.5% | $101,248+16.7% | $79,858+48.0% |
| Participation rate | 77.2% | 68.5%+8.8pp | 75.8%+1.4pp | 69.6%+7.6pp |
| Annual return | 12.68% | 22.30%-9.6pp | 46.47%-33.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $731 | $2,692-72.8% | $3,660-80.0% | $2,471-70.4% |
| Participant deferral / active EE | $4,232 | $3,282+29.0% | $4,370-3.2% | $3,740+13.2% |
| Admin fee / account holder | $12,857 | $4,400+192.2% | $5,945+116.3% | $5,306+142.3% |