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 | $166,274 | $87,841+89.3% | $133,980+24.1% | $62,891+164.4% |
| Participation rate | 94.6% | 83.4%+11.3pp | 87.1%+7.6pp | 69.3%+25.3pp |
| Annual return | 8.54% | 12.05%-3.5pp | 29.30%-20.8pp | 20.14%-11.6pp |
| Employer contribution / active EE | $7,068 | $3,483+102.9% | $5,211+35.6% | $2,281+209.9% |
| Participant deferral / active EE | $5,491 | $4,812+14.1% | $6,282-12.6% | $3,203+71.4% |
| Admin fee / account holder | $2,122 | $5,371-60.5% | $9,324-77.2% | $4,296-50.6% |