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 | $248,473 | $106,890+132.5% | $84,015+195.7% | $152,861+62.5% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.4%+7.6pp |
| Annual return | 20.05% | 104.99%-84.9pp | 71.31%-51.3pp | 345.32%-325.3pp |
| Employer contribution / active EE | $9,980 | $2,734+265.0% | $1,983+403.1% | $4,762+109.6% |
| Participant deferral / active EE | $6,140 | $4,011+53.1% | $3,239+89.6% | $5,850+5.0% |
| Admin fee / account holder | $6,275 | $8,285-24.3% | $6,101+2.9% | $11,596-45.9% |