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 | $204,282 | $192,717+6.0% | $142,449+43.4% | $139,434+46.5% |
| Participation rate | 91.7% | 81.5%+10.2pp | 76.8%+14.9pp | 80.3%+11.3pp |
| Annual return | 16.63% | 17.99%-1.4pp | 19.99%-3.4pp | 372.94%-356.3pp |
| Employer contribution / active EE | $9,798 | $5,806+68.8% | $4,847+102.1% | $4,751+106.2% |
| Participant deferral / active EE | $13,198 | $7,208+83.1% | $6,283+110.0% | $6,710+96.7% |
| Admin fee / account holder | $12,779 | $15,124-15.5% | $10,011+27.7% | $11,403+12.1% |