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 | $30,312 | $48,076-36.9% | $78,689-61.5% | $62,891-51.8% |
| Participation rate | 96.2% | 65.2%+30.9pp | 73.6%+22.6pp | 69.3%+26.8pp |
| Annual return | 10.20% | 31.35%-21.1pp | 62.18%-52.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $6,689 | $2,015+232.0% | $2,851+134.7% | $2,281+193.3% |
| Participant deferral / active EE | $6,423 | $2,588+148.2% | $3,517+82.6% | $3,203+100.5% |
| Admin fee / account holder | $1,171 | $3,207-63.5% | $4,510-74.0% | $4,296-72.7% |