Filed July 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 7-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 | $249,092 | $76,312+226.4% | $67,221+270.6% | $158,922+56.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.20% | 22.77%-7.6pp | 20.72%-5.5pp | 302.83%-287.6pp |
| Employer contribution / active EE | $3,842 | $4,476-14.2% | $3,723+3.2% | $4,761-19.3% |
| Participant deferral / active EE | $6,823 | $5,264+29.6% | $4,384+55.6% | $5,982+14.1% |
| Admin fee / account holder | $70,235 | $8,005+777.3% | $5,844+1101.8% | $11,246+524.5% |