Filed October 19, 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 | $180,665 | $76,552+136.0% | $123,892+45.8% | $62,891+187.3% |
| Participation rate | 83.9% | 73.0%+10.9pp | 81.4%+2.5pp | 69.3%+14.6pp |
| Annual return | 6.57% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,023 | $2,883+4.9% | $4,617-34.5% | $2,281+32.5% |
| Participant deferral / active EE | $7,717 | $4,840+59.4% | $5,984+29.0% | $3,203+140.9% |
| Admin fee / account holder | $15,249 | $4,826+216.0% | $8,357+82.5% | $4,296+255.0% |