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 | $122,341 | $78,672+55.5% | $109,143+12.1% | $85,850+42.5% |
| Participation rate | 80.8% | 68.3%+12.5pp | 75.9%+4.9pp | 69.3%+11.5pp |
| Annual return | 43.72% | 25.09%+18.6pp | 25.75%+18.0pp | 318.53%-274.8pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,971 | $3,467+72.2% | $4,653+28.3% | $3,952+51.1% |
| Admin fee / account holder | $4,206 | $5,469-23.1% | $6,752-37.7% | $6,260-32.8% |