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 | $153,859 | $84,233+82.7% | $170,442-9.7% | $70,131+119.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 23.29% | 23.06%+0.2pp | 205.93%-182.6pp | 73.14%-49.8pp |
| Employer contribution / active EE | $7,905 | $3,387+133.4% | $5,433+45.5% | $2,342+237.5% |
| Participant deferral / active EE | $3,913 | $3,086+26.8% | $4,939-20.8% | $3,332+17.5% |
| Admin fee / account holder | $4,674 | $5,698-18.0% | $13,880-66.3% | $4,645+0.6% |