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 | $136,831 | $78,672+73.9% | $109,143+25.4% | $85,850+59.4% |
| Participation rate | 94.0% | 68.3%+25.8pp | 75.9%+18.2pp | 69.3%+24.7pp |
| Annual return | 21.13% | 25.09%-4.0pp | 25.75%-4.6pp | 318.53%-297.4pp |
| Employer contribution / active EE | $2,416 | $2,735-11.7% | $3,722-35.1% | $2,565-5.8% |
| Participant deferral / active EE | $7,435 | $3,467+114.4% | $4,653+59.8% | $3,952+88.1% |
| Admin fee / account holder | $5,842 | $5,469+6.8% | $6,752-13.5% | $6,260-6.7% |