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 | $111,659 | $82,032+36.1% | $123,104-9.3% | $59,632+87.2% |
| Participation rate | 98.7% | 83.2%+15.5pp | 86.8%+11.9pp | 68.7%+30.0pp |
| Annual return | 0.52% | 5.12%-4.6pp | 13.22%-12.7pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $4,650 | $3,297+41.1% | $5,151-9.7% | $2,203+111.1% |
| Participant deferral / active EE | $5,250 | $4,667+12.5% | $6,230-15.7% | $3,192+64.5% |
| Admin fee / account holder | $6,089 | $5,881+3.5% | $9,015-32.5% | $4,297+41.7% |