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 | $157,223 | $53,127+195.9% | $86,590+81.6% | $70,131+124.2% |
| Participation rate | 95.9% | 65.3%+30.6pp | 73.5%+22.3pp | 69.5%+26.3pp |
| Annual return | 16.27% | 27.66%-11.4pp | 964.84%-948.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $5,873 | $2,068+184.0% | $2,839+106.9% | $2,342+150.7% |
| Participant deferral / active EE | $5,689 | $2,696+111.0% | $3,609+57.7% | $3,332+70.8% |
| Admin fee / account holder | $9,147 | $3,585+155.1% | $4,906+86.5% | $4,645+96.9% |