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 | $236,292 | $91,190+159.1% | $178,490+32.4% | $79,858+195.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.79% | 24.19%-4.4pp | 151.07%-131.3pp | 31.71%-11.9pp |
| Employer contribution / active EE | $6,507 | $3,256+99.9% | $5,011+29.9% | $2,471+163.4% |
| Participant deferral / active EE | $4,368 | $3,236+35.0% | $5,202-16.0% | $3,740+16.8% |
| Admin fee / account holder | $9,767 | $6,751+44.7% | $13,984-30.2% | $5,306+84.1% |