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 | $154,184 | $76,552+101.4% | $123,892+24.4% | $62,891+145.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.73% | 18.68%-10.9pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $5,048 | $2,883+75.1% | $4,617+9.3% | $2,281+121.3% |
| Participant deferral / active EE | $4,041 | $4,840-16.5% | $5,984-32.5% | $3,203+26.2% |
| Admin fee / account holder | $8,157 | $4,826+69.0% | $8,357-2.4% | $4,296+89.9% |