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 | $227,619 | $89,753+153.6% | $107,525+111.7% | $84,808+168.4% |
| Participation rate | 90.7% | 68.1%+22.6pp | 75.1%+15.6pp | 68.3%+22.4pp |
| Annual return | 15.72% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,474 | $3,113+11.6% | $3,754-7.4% | $2,631+32.1% |
| Participant deferral / active EE | $15,974 | $4,056+293.8% | $5,116+212.3% | $4,212+279.3% |
| Admin fee / account holder | $3,359 | $7,222-53.5% | $8,919-62.3% | $7,344-54.3% |