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 | $118,362 | $100,041+18.3% | $149,718-20.9% | $70,131+68.8% |
| Participation rate | 92.6% | 83.6%+9.0pp | 87.1%+5.5pp | 69.5%+23.1pp |
| Annual return | 22.09% | 27.43%-5.3pp | 1501.63%-1479.5pp | 73.14%-51.0pp |
| Employer contribution / active EE | $4,639 | $3,662+26.7% | $5,445-14.8% | $2,342+98.0% |
| Participant deferral / active EE | $3,858 | $4,983-22.6% | $6,569-41.3% | $3,332+15.8% |
| Admin fee / account holder | $28,870 | $8,286+248.4% | $11,283+155.9% | $4,645+521.5% |