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 | $210,826 | $58,851+258.2% | $115,157+83.1% | $72,985+188.9% |
| Participation rate | 92.9% | 65.5%+27.3pp | 75.9%+17.0pp | 69.5%+23.4pp |
| Annual return | 24.95% | 23.16%+1.8pp | 35.60%-10.7pp | 81.00%-56.1pp |
| Employer contribution / active EE | $7,476 | $1,798+315.8% | $3,179+135.2% | $2,440+206.4% |
| Participant deferral / active EE | $11,237 | $2,643+325.2% | $4,168+169.6% | $3,607+211.5% |
| Admin fee / account holder | $21,903 | $6,370+243.9% | $7,088+209.0% | $5,124+327.4% |