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 | $143,301 | $51,708+177.1% | $106,619+34.4% | $62,891+127.9% |
| Participation rate | 90.6% | 66.9%+23.8pp | 78.0%+12.6pp | 69.3%+21.3pp |
| Annual return | 8.74% | 4.69%+4.1pp | 9.42%-0.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $5,067 | $1,764+187.3% | $3,947+28.4% | $2,281+122.1% |
| Participant deferral / active EE | $6,992 | $2,315+202.0% | $3,930+77.9% | $3,203+118.3% |
| Admin fee / account holder | $12,560 | $3,349+275.0% | $6,418+95.7% | $4,296+192.4% |