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 | $111,973 | $78,422+42.8% | $95,952+16.7% | $79,858+40.2% |
| Participation rate | 79.3% | 73.5%+5.9pp | 77.1%+2.3pp | 69.6%+9.7pp |
| Annual return | 11.14% | 19.37%-8.2pp | 91.61%-80.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,504 | $1,945-22.7% | $2,541-40.8% | $2,471-39.1% |
| Participant deferral / active EE | $4,918 | $3,440+43.0% | $4,167+18.0% | $3,740+31.5% |
| Admin fee / account holder | $9,119 | $5,622+62.2% | $6,795+34.2% | $5,306+71.8% |