Filed December 2, 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 | $161,669 | $81,233+99.0% | $155,567+3.9% | $80,874+99.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 21.38% | 33.33%-12.0pp | 64.74%-43.4pp | 35.62%-14.2pp |
| Employer contribution / active EE | $4,806 | $3,101+55.0% | $4,674+2.8% | $2,756+74.4% |
| Participant deferral / active EE | $5,591 | $3,452+61.9% | $5,628-0.7% | $4,297+30.1% |
| Admin fee / account holder | $88,148 | $7,998+1002.2% | $15,916+453.8% | $6,935+1171.0% |