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 | $188,256 | $57,281+228.7% | $86,612+117.4% | $75,163+150.5% |
| Participation rate | 94.5% | 63.2%+31.3pp | 71.7%+22.8pp | 67.2%+27.3pp |
| Annual return | 13.76% | 2670.75%-2657.0pp | 591.07%-577.3pp | 160.62%-146.9pp |
| Employer contribution / active EE | $11,541 | $2,314+398.6% | $3,022+281.8% | $2,670+332.3% |
| Participant deferral / active EE | $8,844 | $3,318+166.6% | $4,438+99.3% | $4,125+114.4% |
| Admin fee / account holder | $39,262 | $4,112+854.9% | $5,614+599.3% | $5,651+594.8% |