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 | $202,431 | $60,124+236.7% | $90,404+123.9% | $79,858+153.5% |
| Participation rate | 98.6% | 65.0%+33.6pp | 72.7%+25.9pp | 69.6%+29.0pp |
| Annual return | 15.61% | 71.94%-56.3pp | 1293.02%-1277.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $7,810 | $2,068+277.7% | $3,262+139.4% | $2,471+216.1% |
| Participant deferral / active EE | $7,613 | $2,938+159.1% | $3,963+92.1% | $3,740+103.5% |
| Admin fee / account holder | $14,276 | $3,976+259.0% | $5,611+154.4% | $5,306+169.0% |