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 9-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 | $143,313 | $85,766+67.1% | $136,294+5.2% | $70,131+104.4% |
| Participation rate | 85.5% | 74.2%+11.4pp | 81.9%+3.6pp | 69.5%+16.0pp |
| Annual return | 17.30% | 31.45%-14.2pp | 5155.94%-5138.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $2,410 | $2,966-18.8% | $4,695-48.7% | $2,342+2.9% |
| Participant deferral / active EE | $6,150 | $5,051+21.7% | $6,247-1.6% | $3,332+84.6% |
| Admin fee / account holder | $20,818 | $5,420+284.1% | $9,243+125.2% | $4,645+348.2% |