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 | $142,044 | $91,538+55.2% | $129,995+9.3% | $75,163+89.0% |
| Participation rate | 94.6% | 71.4%+23.2pp | 78.5%+16.1pp | 67.2%+27.4pp |
| Annual return | 20.75% | -631.11%+651.9pp | -137.18%+157.9pp | 160.62%-139.9pp |
| Employer contribution / active EE | $1,992 | $2,845-30.0% | $4,320-53.9% | $2,670-25.4% |
| Participant deferral / active EE | $9,403 | $4,341+116.6% | $5,820+61.6% | $4,125+127.9% |
| Admin fee / account holder | $6,098 | $6,790-10.2% | $10,614-42.5% | $5,651+7.9% |