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 | $138,441 | $39,122+253.9% | $57,179+142.1% | $62,891+120.1% |
| Participation rate | 93.2% | 70.5%+22.7pp | 75.3%+17.9pp | 69.3%+23.9pp |
| Annual return | 6.87% | 9.23%-2.4pp | 14.59%-7.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,353 | $1,874+25.6% | $2,682-12.3% | $2,281+3.2% |
| Participant deferral / active EE | $8,487 | $2,374+257.5% | $3,096+174.1% | $3,203+165.0% |
| Admin fee / account holder | $12,472 | $2,592+381.2% | $3,139+297.3% | $4,296+190.3% |