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 | $199,890 | $77,899+156.6% | $149,673+33.6% | $75,163+165.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 28.18% | 31.72%-3.5pp | 134.42%-106.2pp | 160.62%-132.4pp |
| Employer contribution / active EE | $5,293 | $3,137+68.7% | $4,818+9.9% | $2,670+98.3% |
| Participant deferral / active EE | $4,730 | $3,411+38.7% | $5,680-16.7% | $4,125+14.7% |
| Admin fee / account holder | $10,500 | $5,956+76.3% | $13,210-20.5% | $5,651+85.8% |