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 | $216,370 | $148,534+45.7% | $135,903+59.2% | $139,434+55.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.11% | 79.19%-65.1pp | 68.23%-54.1pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,230 | $5,243-38.4% | $4,856-33.5% | $4,751-32.0% |
| Participant deferral / active EE | $11,738 | $8,100+44.9% | $7,758+51.3% | $6,710+74.9% |
| Admin fee / account holder | $1,295 | $12,400-89.6% | $10,762-88.0% | $11,403-88.6% |