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 | $217,638 | $132,634+64.1% | $115,768+88.0% | $137,256+58.6% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.4%+18.5pp | 80.0%+12.9pp |
| Annual return | 13.64% | 160.70%-147.1pp | 100.46%-86.8pp | 220.34%-206.7pp |
| Employer contribution / active EE | $974 | $3,360-71.0% | $2,940-66.9% | $4,156-76.6% |
| Participant deferral / active EE | $3,900 | $5,619-30.6% | $4,917-20.7% | $6,407-39.1% |
| Admin fee / account holder | $3,791 | $15,028-74.8% | $12,439-69.5% | $12,270-69.1% |