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 | $117,120 | $74,927+56.3% | $101,794+15.1% | $84,808+38.1% |
| Participation rate | 93.0% | 61.4%+31.6pp | 69.2%+23.8pp | 68.3%+24.7pp |
| Annual return | 14.71% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,054 | $1,522+100.7% | $2,289+33.4% | $2,631+16.1% |
| Participant deferral / active EE | $6,888 | $3,099+122.2% | $4,084+68.6% | $4,212+63.5% |
| Admin fee / account holder | $6,717 | $6,514+3.1% | $8,777-23.5% | $7,344-8.5% |