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 3-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 | $211,685 | $138,347+53.0% | $184,203+14.9% | $80,856+161.8% |
| Participation rate | 98.5% | 83.9%+14.6pp | 86.8%+11.7pp | 67.6%+30.8pp |
| Annual return | 18.72% | 20.02%-1.3pp | 28.81%-10.1pp | 35.59%-16.9pp |
| Employer contribution / active EE | $7,285 | $4,850+50.2% | $6,427+13.4% | $2,755+164.5% |
| Participant deferral / active EE | $3,562 | $7,071-49.6% | $9,131-61.0% | $4,296-17.1% |
| Admin fee / account holder | $2,199 | $10,483-79.0% | $13,901-84.2% | $6,918-68.2% |