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 | $178,310 | $95,416+86.9% | $185,823-4.0% | $85,850+107.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.77% | 23.59%-10.8pp | 122.05%-109.3pp | 318.53%-305.8pp |
| Employer contribution / active EE | $8,770 | $3,314+164.6% | $5,167+69.7% | $2,565+241.9% |
| Participant deferral / active EE | $4,032 | $3,423+17.8% | $5,568-27.6% | $3,952+2.0% |
| Admin fee / account holder | $63,576 | $7,213+781.4% | $16,237+291.5% | $6,260+915.6% |