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 | $171,843 | $57,828+197.2% | $117,039+46.8% | $70,131+145.0% |
| Participation rate | 93.9% | 67.1%+26.8pp | 77.2%+16.8pp | 69.5%+24.4pp |
| Annual return | 20.54% | 17.55%+3.0pp | 18.95%+1.6pp | 73.14%-52.6pp |
| Employer contribution / active EE | $6,639 | $1,816+265.6% | $3,785+75.4% | $2,342+183.4% |
| Participant deferral / active EE | $9,026 | $2,438+270.3% | $3,929+129.7% | $3,332+170.9% |
| Admin fee / account holder | $868 | $3,548-75.5% | $5,974-85.5% | $4,645-81.3% |