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 | $156,380 | $52,836+196.0% | $105,738+47.9% | $64,186+143.6% |
| Participation rate | 96.6% | 66.5%+30.0pp | 76.3%+20.2pp | 69.6%+27.0pp |
| Annual return | -3.68% | 14.30%-18.0pp | 6.27%-10.0pp | 7.63%-11.3pp |
| Employer contribution / active EE | $7,666 | $1,827+319.6% | $3,268+134.6% | $2,381+222.0% |
| Participant deferral / active EE | $10,596 | $2,545+316.3% | $4,080+159.7% | $3,470+205.4% |
| Admin fee / account holder | $27,021 | $3,959+582.6% | $6,913+290.9% | $4,888+452.8% |