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 | $167,470 | $68,346+145.0% | $94,646+76.9% | $75,163+122.8% |
| Participation rate | 76.7% | 76.1%+0.6pp | 80.8%-4.1pp | 67.2%+9.6pp |
| Annual return | 27.08% | 616.93%-589.8pp | 156.71%-129.6pp | 160.62%-133.5pp |
| Employer contribution / active EE | $557 | $2,701-79.4% | $3,672-84.8% | $2,670-79.2% |
| Participant deferral / active EE | $6,296 | $6,537-3.7% | $7,418-15.1% | $4,125+52.6% |
| Admin fee / account holder | $11,469 | $5,326+115.4% | $7,231+58.6% | $5,651+103.0% |