Filed November 20, 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 | $144,902 | $63,861+126.9% | $104,607+38.5% | $79,858+81.4% |
| Participation rate | 96.2% | 64.9%+31.2pp | 74.1%+22.1pp | 69.6%+26.5pp |
| Annual return | 17.91% | 21.30%-3.4pp | 340.46%-322.6pp | 31.71%-13.8pp |
| Employer contribution / active EE | $3,191 | $1,588+100.9% | $2,681+19.0% | $2,471+29.1% |
| Participant deferral / active EE | $5,382 | $2,693+99.8% | $3,740+43.9% | $3,740+43.9% |
| Admin fee / account holder | $7,585 | $4,185+81.2% | $6,473+17.2% | $5,306+42.9% |