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 | $90,434 | $56,897+58.9% | $84,750+6.7% | $62,891+43.8% |
| Participation rate | 91.1% | 68.5%+22.5pp | 76.6%+14.5pp | 69.3%+21.8pp |
| Annual return | 11.06% | 6.30%+4.8pp | 22.78%-11.7pp | 20.14%-9.1pp |
| Employer contribution / active EE | $1,505 | $2,400-37.3% | $3,574-57.9% | $2,281-34.0% |
| Participant deferral / active EE | $6,420 | $2,709+137.0% | $3,712+73.0% | $3,203+100.4% |
| Admin fee / account holder | $21,187 | $3,581+491.7% | $5,332+297.3% | $4,296+393.2% |