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 | $164,758 | $78,672+109.4% | $109,143+51.0% | $85,850+91.9% |
| Participation rate | 96.3% | 68.3%+28.0pp | 75.9%+20.4pp | 69.3%+27.0pp |
| Annual return | 11.39% | 25.09%-13.7pp | 25.75%-14.4pp | 318.53%-307.1pp |
| Employer contribution / active EE | $3,704 | $2,735+35.4% | $3,722-0.5% | $2,565+44.4% |
| Participant deferral / active EE | $8,348 | $3,467+140.8% | $4,653+79.4% | $3,952+111.2% |
| Admin fee / account holder | $70,287 | $5,469+1185.1% | $6,752+941.0% | $6,260+1022.8% |