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 | $226,389 | $95,416+137.3% | $185,823+21.8% | $85,850+163.7% |
| Participation rate | 97.0% | 68.8%+28.2pp | 81.7%+15.3pp | 69.3%+27.7pp |
| Annual return | 27.67% | 23.59%+4.1pp | 122.05%-94.4pp | 318.53%-290.9pp |
| Employer contribution / active EE | $9,051 | $3,314+173.1% | $5,167+75.2% | $2,565+252.8% |
| Participant deferral / active EE | $5,300 | $3,423+54.8% | $5,568-4.8% | $3,952+34.1% |
| Admin fee / account holder | $17,911 | $7,213+148.3% | $16,237+10.3% | $6,260+186.1% |