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 9-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 | $101,884 | $85,766+18.8% | $136,294-25.2% | $70,131+45.3% |
| Participation rate | 92.9% | 74.2%+18.7pp | 81.9%+10.9pp | 69.5%+23.3pp |
| Annual return | 16.58% | 31.45%-14.9pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $5,408 | $2,966+82.3% | $4,695+15.2% | $2,342+130.9% |
| Participant deferral / active EE | $6,450 | $5,051+27.7% | $6,247+3.3% | $3,332+93.6% |
| Admin fee / account holder | $12,352 | $5,420+127.9% | $9,243+33.6% | $4,645+165.9% |