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 | $103,771 | $58,264+78.1% | $86,612+19.8% | $71,457+45.2% |
| Participation rate | 80.4% | 65.0%+15.4pp | 71.7%+8.7pp | 67.9%+12.5pp |
| Annual return | 18.66% | 21.63%-3.0pp | 591.07%-572.4pp | 28.85%-10.2pp |
| Employer contribution / active EE | $2,095 | $2,574-18.6% | $3,022-30.7% | $2,588-19.0% |
| Participant deferral / active EE | $4,340 | $3,436+26.3% | $4,438-2.2% | $4,289+1.2% |
| Admin fee / account holder | $5,124 | $1,057+384.7% | $5,614-8.7% | $1,587+222.8% |