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 | $168,113 | $71,050+136.6% | $93,606+79.6% | $80,856+107.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 14.67% | 11.26%+3.4pp | 133.20%-118.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,361 | $1,564-13.0% | $2,420-43.8% | $2,755-50.6% |
| Participant deferral / active EE | $6,813 | $4,034+68.9% | $4,411+54.4% | $4,296+58.6% |
| Admin fee / account holder | $39,121 | $6,945+463.3% | $8,285+372.2% | $6,918+465.5% |