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 | $120,007 | $82,882+44.8% | $127,761-6.1% | $72,985+64.4% |
| Participation rate | 96.0% | 71.5%+24.5pp | 79.0%+17.0pp | 69.5%+26.5pp |
| Annual return | 22.59% | 32.20%-9.6pp | 26.14%-3.6pp | 81.00%-58.4pp |
| Employer contribution / active EE | $8,371 | $3,346+150.1% | $4,574+83.0% | $2,440+243.1% |
| Participant deferral / active EE | $10,708 | $4,791+123.5% | $6,021+77.8% | $3,607+196.8% |
| Admin fee / account holder | $13,287 | $6,487+104.8% | $9,395+41.4% | $5,124+159.3% |