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 | $119,709 | $48,364+147.5% | $71,796+66.7% | $62,891+90.3% |
| Participation rate | 80.6% | 60.6%+20.0pp | 69.1%+11.5pp | 69.3%+11.3pp |
| Annual return | 6.60% | 13.16%-6.6pp | 78.04%-71.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,329 | $1,042+123.5% | $1,924+21.0% | $2,281+2.1% |
| Participant deferral / active EE | $5,381 | $2,091+157.3% | $2,794+92.6% | $3,203+68.0% |
| Admin fee / account holder | $806 | $3,771-78.6% | $4,815-83.3% | $4,296-81.2% |