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 | $175,929 | $112,096+56.9% | $95,952+83.4% | $158,922+10.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.95% | 171.09%-161.1pp | 91.61%-81.7pp | 302.83%-292.9pp |
| Employer contribution / active EE | $2,524 | $3,198-21.1% | $2,541-0.7% | $4,761-47.0% |
| Participant deferral / active EE | $8,799 | $4,784+83.9% | $4,167+111.2% | $5,982+47.1% |
| Admin fee / account holder | $18,675 | $10,130+84.3% | $6,795+174.8% | $11,246+66.1% |