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 | $140,343 | $81,460+72.3% | $103,333+35.8% | $80,856+73.6% |
| Participation rate | 81.4% | 66.8%+14.6pp | 74.5%+6.9pp | 67.6%+13.8pp |
| Annual return | 13.89% | 25.55%-11.7pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,930 | $3,105-37.8% | $3,868-50.1% | $2,755-29.9% |
| Participant deferral / active EE | $6,118 | $3,869+58.1% | $5,057+21.0% | $4,296+42.4% |
| Admin fee / account holder | $12,095 | $6,566+84.2% | $8,355+44.8% | $6,918+74.8% |