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 | $108,714 | $80,724+34.7% | $103,333+5.2% | $74,495+45.9% |
| Participation rate | 82.2% | 65.7%+16.5pp | 74.5%+7.7pp | 67.2%+15.0pp |
| Annual return | 15.04% | 27.56%-12.5pp | 24.88%-9.8pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $4,896 | $3,157+55.1% | $3,868+26.6% | $2,623+86.7% |
| Participant deferral / active EE | $6,458 | $3,860+67.3% | $5,057+27.7% | $4,346+48.6% |
| Admin fee / account holder | $7,722 | $2,368+226.1% | $8,355-7.6% | $1,942+297.7% |