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 | $81,502 | $60,124+35.6% | $90,404-9.8% | $79,858+2.1% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | 14.23% | 71.94%-57.7pp | 1293.02%-1278.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $13,502 | $2,068+553.0% | $3,262+313.9% | $2,471+446.4% |
| Participant deferral / active EE | $10,765 | $2,938+266.4% | $3,963+171.6% | $3,740+187.8% |
| Admin fee / account holder | $10,249 | $3,976+157.7% | $5,611+82.7% | $5,306+93.1% |