Filed November 16, 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 7-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 | $118,730 | $65,365+81.6% | $92,893+27.8% | $72,985+62.7% |
| Participation rate | 90.4% | 68.3%+22.1pp | 76.0%+14.4pp | 69.5%+20.9pp |
| Annual return | 20.55% | 42.10%-21.6pp | 109.41%-88.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,370 | $2,594-8.6% | $3,653-35.1% | $2,440-2.9% |
| Participant deferral / active EE | $6,711 | $3,128+114.5% | $4,236+58.4% | $3,607+86.0% |
| Admin fee / account holder | $3,295 | $4,251-22.5% | $5,794-43.1% | $5,124-35.7% |