Filed October 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 | $136,105 | $66,402+105.0% | $109,895+23.9% | $85,850+58.5% |
| Participation rate | 73.3% | 63.9%+9.5pp | 74.2%-0.9pp | 69.3%+4.0pp |
| Annual return | 17.62% | 19.59%-2.0pp | 29.45%-11.8pp | 318.53%-300.9pp |
| Employer contribution / active EE | $1,235 | $1,687-26.8% | $2,842-56.6% | $2,565-51.9% |
| Participant deferral / active EE | $5,093 | $2,842+79.2% | $4,048+25.8% | $3,952+28.9% |
| Admin fee / account holder | $9,434 | $4,557+107.0% | $6,066+55.5% | $6,260+50.7% |