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 | $176,654 | $45,035+292.3% | $62,995+180.4% | $70,131+151.9% |
| Participation rate | 89.8% | 69.5%+20.3pp | 74.8%+15.0pp | 69.5%+20.3pp |
| Annual return | 20.85% | 18.76%+2.1pp | 87.57%-66.7pp | 73.14%-52.3pp |
| Employer contribution / active EE | $2,186 | $2,051+6.6% | $2,759-20.8% | $2,342-6.7% |
| Participant deferral / active EE | $9,363 | $2,465+279.9% | $3,329+181.2% | $3,332+181.0% |
| Admin fee / account holder | $2,123 | $2,834-25.1% | $3,600-41.0% | $4,645-54.3% |