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 | $142,100 | $93,571+51.9% | $135,903+4.6% | $75,163+89.1% |
| Participation rate | 83.6% | 75.2%+8.4pp | 81.9%+1.7pp | 67.2%+16.4pp |
| Annual return | 24.89% | 30.90%-6.0pp | 68.23%-43.3pp | 160.62%-135.7pp |
| Employer contribution / active EE | $1,352 | $3,537-61.8% | $4,856-72.2% | $2,670-49.4% |
| Participant deferral / active EE | $8,883 | $6,404+38.7% | $7,758+14.5% | $4,125+115.3% |
| Admin fee / account holder | $15,602 | $6,975+123.7% | $10,762+45.0% | $5,651+176.1% |