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 | $129,148 | $101,724+27.0% | $164,813-21.6% | $80,856+59.7% |
| Participation rate | 86.1% | 71.8%+14.3pp | 78.6%+7.5pp | 67.6%+18.5pp |
| Annual return | 11.59% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $924 | $2,953-68.7% | $4,341-78.7% | $2,755-66.5% |
| Participant deferral / active EE | $6,610 | $4,477+47.6% | $6,031+9.6% | $4,296+53.9% |
| Admin fee / account holder | $42,143 | $8,227+412.2% | $12,690+232.1% | $6,918+509.2% |