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 | $241,236 | $56,199+329.3% | $67,652+256.6% | $59,632+304.5% |
| Participation rate | 90.2% | 71.5%+18.8pp | 75.7%+14.6pp | 68.7%+21.6pp |
| Annual return | 1.13% | 18505.31%-18504.2pp | 6625.04%-6623.9pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $5,178 | $1,614+220.7% | $2,266+128.6% | $2,203+135.1% |
| Participant deferral / active EE | $9,070 | $2,844+218.9% | $3,560+154.8% | $3,192+184.2% |
| Admin fee / account holder | $5,680 | $3,958+43.5% | $4,821+17.8% | $4,297+32.2% |