Filed October 19, 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 | $154,673 | $85,766+80.3% | $136,294+13.5% | $70,131+120.5% |
| Participation rate | 80.4% | 74.2%+6.2pp | 81.9%-1.5pp | 69.5%+10.9pp |
| Annual return | 16.35% | 31.45%-15.1pp | 5155.94%-5139.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $978 | $2,966-67.0% | $4,695-79.2% | $2,342-58.2% |
| Participant deferral / active EE | $7,695 | $5,051+52.3% | $6,247+23.2% | $3,332+131.0% |
| Admin fee / account holder | $6,860 | $5,420+26.6% | $9,243-25.8% | $4,645+47.7% |