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 | $198,696 | $77,813+155.3% | $123,544+60.8% | $64,186+209.6% |
| Participation rate | 94.9% | 74.7%+20.2pp | 82.3%+12.6pp | 69.6%+25.4pp |
| Annual return | 7.61% | 12.48%-4.9pp | 119.20%-111.6pp | 7.63%0pp |
| Employer contribution / active EE | $3,689 | $3,014+22.4% | $4,628-20.3% | $2,381+54.9% |
| Participant deferral / active EE | $8,063 | $5,240+53.9% | $6,426+25.5% | $3,470+132.4% |
| Admin fee / account holder | $8,038 | $5,519+45.7% | $9,284-13.4% | $4,888+64.4% |