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 | $107,006 | $84,233+27.0% | $170,442-37.2% | $70,131+52.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 22.39% | 23.06%-0.7pp | 205.93%-183.5pp | 73.14%-50.8pp |
| Employer contribution / active EE | $2,160 | $3,387-36.2% | $5,433-60.2% | $2,342-7.8% |
| Participant deferral / active EE | $4,816 | $3,086+56.1% | $4,939-2.5% | $3,332+44.5% |
| Admin fee / account holder | $2,410 | $5,698-57.7% | $13,880-82.6% | $4,645-48.1% |