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 | $90,044 | $53,127+69.5% | $86,590+4.0% | $70,131+28.4% |
| Participation rate | 92.6% | 65.3%+27.3pp | 73.5%+19.1pp | 69.5%+23.1pp |
| Annual return | 16.36% | 27.66%-11.3pp | 964.84%-948.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,999 | $2,068+45.0% | $2,839+5.6% | $2,342+28.0% |
| Participant deferral / active EE | $4,546 | $2,696+68.6% | $3,609+26.0% | $3,332+36.4% |
| Admin fee / account holder | $17,421 | $3,585+385.9% | $4,906+255.1% | $4,645+275.0% |