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 | $118,709 | $58,828+101.8% | $77,999+52.2% | $62,891+88.8% |
| Participation rate | 92.0% | 71.1%+20.9pp | 75.5%+16.5pp | 69.3%+22.7pp |
| Annual return | 5.55% | 17.16%-11.6pp | 425.96%-420.4pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,523 | $1,672+51.0% | $2,470+2.2% | $2,281+10.6% |
| Participant deferral / active EE | $6,768 | $2,686+152.0% | $3,497+93.6% | $3,203+111.3% |
| Admin fee / account holder | $10,096 | $4,393+129.8% | $5,480+84.2% | $4,296+135.0% |