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 | $108,286 | $78,422+38.1% | $95,952+12.9% | $79,858+35.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 17.58% | 19.37%-1.8pp | 91.61%-74.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,633 | $1,945-16.0% | $2,541-35.7% | $2,471-33.9% |
| Participant deferral / active EE | $7,709 | $3,440+124.1% | $4,167+85.0% | $3,740+106.1% |
| Admin fee / account holder | $13,156 | $5,622+134.0% | $6,795+93.6% | $5,306+147.9% |