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 | $125,707 | $78,672+59.8% | $109,143+15.2% | $85,850+46.4% |
| Participation rate | 78.8% | 68.3%+10.5pp | 75.9%+2.9pp | 69.3%+9.5pp |
| Annual return | 12.78% | 25.09%-12.3pp | 25.75%-13.0pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,598 | $2,735-41.6% | $3,722-57.1% | $2,565-37.7% |
| Participant deferral / active EE | $4,438 | $3,467+28.0% | $4,653-4.6% | $3,952+12.3% |
| Admin fee / account holder | $6,213 | $5,469+13.6% | $6,752-8.0% | $6,260-0.8% |