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 | $138,493 | $109,413+26.6% | $156,263-11.4% | $84,808+63.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 18.96% | 20.18%-1.2pp | 59.47%-40.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $3,355 | $2,907+15.4% | $4,333-22.6% | $2,631+27.5% |
| Participant deferral / active EE | $7,888 | $4,590+71.9% | $6,158+28.1% | $4,212+87.3% |
| Admin fee / account holder | $10,414 | $9,357+11.3% | $14,255-26.9% | $7,344+41.8% |