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 | $240,264 | $77,813+208.8% | $123,544+94.5% | $64,186+274.3% |
| Participation rate | 97.8% | 74.7%+23.1pp | 82.3%+15.5pp | 69.6%+28.3pp |
| Annual return | 8.78% | 12.48%-3.7pp | 119.20%-110.4pp | 7.63%+1.1pp |
| Employer contribution / active EE | $3,305 | $3,014+9.7% | $4,628-28.6% | $2,381+38.8% |
| Participant deferral / active EE | $10,496 | $5,240+100.3% | $6,426+63.3% | $3,470+202.5% |
| Admin fee / account holder | $32,364 | $5,519+486.4% | $9,284+248.6% | $4,888+562.1% |