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 | $73,787+58.7% | $98,716+18.6% | $82,448+42.1% |
| Participation rate | 93.0% | 61.4%+31.6pp | 69.3%+23.7pp | 68.1%+25.0pp |
| Annual return | 14.71% | 18.57%-3.9pp | 31.81%-17.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,054 | $1,511+102.1% | $2,279+34.0% | $2,551+19.7% |
| Participant deferral / active EE | $6,888 | $3,081+123.5% | $4,048+70.2% | $4,139+66.4% |
| Admin fee / account holder | $6,717 | $6,500+3.3% | $8,703-22.8% | $7,234-7.2% |