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 | $160,181 | $43,327+269.7% | $59,878+167.5% | $64,186+149.6% |
| Participation rate | 92.9% | 69.2%+23.7pp | 74.7%+18.2pp | 69.6%+23.3pp |
| Annual return | -5.68% | -1.55%-4.1pp | 3.46%-9.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,602 | $2,028+28.3% | $2,722-4.4% | $2,381+9.3% |
| Participant deferral / active EE | $9,537 | $2,546+274.6% | $3,402+180.3% | $3,470+174.9% |
| Admin fee / account holder | $18,370 | $3,005+511.3% | $3,590+411.7% | $4,888+275.8% |