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 | $226,885 | $125,758+80.4% | $169,993+33.5% | $75,163+201.9% |
| Participation rate | 95.1% | 83.6%+11.5pp | 87.0%+8.1pp | 67.2%+27.9pp |
| Annual return | 17.60% | 27.20%-9.6pp | 53.37%-35.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $4,933 | $4,615+6.9% | $6,785-27.3% | $2,670+84.8% |
| Participant deferral / active EE | $8,725 | $6,837+27.6% | $10,408-16.2% | $4,125+111.5% |
| Admin fee / account holder | $42,959 | $8,173+425.6% | $12,815+235.2% | $5,651+660.2% |