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 | $140,062 | $175,202-20.1% | $149,673-6.4% | $139,434+0.5% |
| Participation rate | 77.3% | 83.4%-6.1pp | 78.8%-1.5pp | 80.3%-3.0pp |
| Annual return | 11.02% | 166.71%-155.7pp | 134.42%-123.4pp | 372.94%-361.9pp |
| Employer contribution / active EE | $10,632 | $5,474+94.2% | $4,818+120.7% | $4,751+123.8% |
| Participant deferral / active EE | $18,193 | $6,519+179.1% | $5,680+220.3% | $6,710+171.1% |
| Admin fee / account holder | $42,522 | $16,150+163.3% | $13,210+221.9% | $11,403+272.9% |