Filed December 27, 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 | $166,578 | $167,483-0.5% | $115,752+43.9% | $147,584+12.9% |
| Participation rate | 91.3% | 81.7%+9.6pp | 77.8%+13.5pp | 82.8%+8.5pp |
| Annual return | 18.41% | 12.11%+6.3pp | 19.41%-1.0pp | 578.55%-560.1pp |
| Employer contribution / active EE | $9,225 | $4,960+86.0% | $3,492+164.2% | $4,876+89.2% |
| Participant deferral / active EE | $14,523 | $7,037+106.4% | $5,204+179.1% | $5,439+167.0% |
| Admin fee / account holder | $6,472 | $13,069-50.5% | $6,278+3.1% | $10,885-40.5% |