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 | $102,751 | $57,354+79.2% | $83,848+22.5% | $64,186+60.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 11.32% | 11.38%-0.1pp | 850.88%-839.6pp | 7.63%+3.7pp |
| Employer contribution / active EE | $7,189 | $2,545+182.5% | $3,631+98.0% | $2,381+202.0% |
| Participant deferral / active EE | $5,144 | $2,993+71.9% | $4,082+26.0% | $3,470+48.3% |
| Admin fee / account holder | $26,354 | $4,046+551.4% | $5,478+381.1% | $4,888+439.2% |