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 | $173,001 | $74,927+130.9% | $101,794+70.0% | $84,808+104.0% |
| Participation rate | 92.5% | 61.4%+31.1pp | 69.2%+23.3pp | 68.3%+24.2pp |
| Annual return | 15.03% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,118 | $1,522-26.6% | $2,289-51.2% | $2,631-57.5% |
| Participant deferral / active EE | $5,592 | $3,099+80.4% | $4,084+36.9% | $4,212+32.8% |
| Admin fee / account holder | $2,912 | $6,514-55.3% | $8,777-66.8% | $7,344-60.3% |