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 | $215,910 | $148,978+44.9% | $200,582+7.6% | $84,808+154.6% |
| Participation rate | 98.5% | 84.2%+14.2pp | 86.9%+11.6pp | 68.3%+30.2pp |
| Annual return | 15.31% | 28.16%-12.8pp | 42.33%-27.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $6,927 | $4,815+43.9% | $6,419+7.9% | $2,631+163.3% |
| Participant deferral / active EE | $3,823 | $7,142-46.5% | $9,331-59.0% | $4,212-9.2% |
| Admin fee / account holder | $42,941 | $13,977+207.2% | $16,305+163.4% | $7,344+484.7% |