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 | $200,037 | $55,706+259.1% | $75,886+163.6% | $72,985+174.1% |
| Participation rate | 97.2% | 61.1%+36.1pp | 69.3%+27.9pp | 69.5%+27.7pp |
| Annual return | 19.22% | 27.59%-8.4pp | 30.76%-11.5pp | 81.00%-61.8pp |
| Employer contribution / active EE | $4,485 | $1,687+165.9% | $2,500+79.4% | $2,440+83.8% |
| Participant deferral / active EE | $3,790 | $2,634+43.9% | $3,603+5.2% | $3,607+5.1% |
| Admin fee / account holder | $21,691 | $3,978+445.2% | $5,418+300.3% | $5,124+323.3% |