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 | $142,812 | $60,892+134.5% | $82,389+73.3% | $84,808+68.4% |
| Participation rate | 92.2% | 63.3%+28.9pp | 69.5%+22.6pp | 68.3%+23.8pp |
| Annual return | 14.67% | 37.29%-22.6pp | 28.67%-14.0pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,476 | $1,779-17.0% | $2,517-41.4% | $2,631-43.9% |
| Participant deferral / active EE | $8,469 | $3,179+166.4% | $4,155+103.8% | $4,212+101.1% |
| Admin fee / account holder | $11,243 | $5,467+105.6% | $7,231+55.5% | $7,344+53.1% |