Filed November 3, 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 | $142,926 | $111,754+27.9% | $103,333+38.3% | $145,922-2.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.33% | 24.77%-6.4pp | 24.88%-6.5pp | 561.29%-543.0pp |
| Employer contribution / active EE | $11,864 | $4,212+181.6% | $3,868+206.7% | $4,660+154.6% |
| Participant deferral / active EE | $9,179 | $5,619+63.4% | $5,057+81.5% | $6,688+37.3% |
| Admin fee / account holder | $15,609 | $9,750+60.1% | $8,355+86.8% | $13,397+16.5% |