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 | $226,840 | $817,678-72.3% | $392,568-42.2% | $152,861+48.4% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.1%+12.9pp | 82.4%+8.5pp |
| Annual return | 23.63% | 22.84%+0.8pp | 24.42%-0.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $8,966 | $5,502+63.0% | $3,783+137.0% | $4,762+88.3% |
| Participant deferral / active EE | $14,163 | $8,398+68.6% | $5,985+136.6% | $5,850+142.1% |
| Admin fee / account holder | $8,078 | $12,095-33.2% | $6,260+29.0% | $11,596-30.3% |