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 | $111,134 | $74,927+48.3% | $101,794+9.2% | $84,808+31.0% |
| Participation rate | 73.5% | 61.4%+12.1pp | 69.2%+4.3pp | 68.3%+5.2pp |
| Annual return | 14.78% | 18.70%-3.9pp | 30.53%-15.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,175 | $1,522+108.6% | $2,289+38.7% | $2,631+20.7% |
| Participant deferral / active EE | $7,969 | $3,099+157.1% | $4,084+95.1% | $4,212+89.2% |
| Admin fee / account holder | $4,965 | $6,514-23.8% | $8,777-43.4% | $7,344-32.4% |