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 | $76,420 | $48,076+59.0% | $78,689-2.9% | $62,891+21.5% |
| Participation rate | 76.8% | 65.2%+11.6pp | 73.6%+3.3pp | 69.3%+7.5pp |
| Annual return | 9.28% | 31.35%-22.1pp | 62.18%-52.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $2,751 | $2,015+36.5% | $2,851-3.5% | $2,281+20.6% |
| Participant deferral / active EE | $3,262 | $2,588+26.0% | $3,517-7.3% | $3,203+1.8% |
| Admin fee / account holder | $10,159 | $3,207+216.7% | $4,510+125.2% | $4,296+136.5% |