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 | $247,913 | $89,355+177.4% | $141,162+75.6% | $72,985+239.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.45% | 111.85%-88.4pp | 71.39%-47.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $3,574 | $3,114+14.7% | $4,735-24.5% | $2,440+46.5% |
| Participant deferral / active EE | $10,490 | $5,418+93.6% | $6,709+56.4% | $3,607+190.8% |
| Admin fee / account holder | $5,385 | $5,958-9.6% | $10,261-47.5% | $5,124+5.1% |