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 | $111,057 | $60,323+84.1% | $81,812+35.7% | $74,495+49.1% |
| Participation rate | 82.6% | 62.9%+19.7pp | 72.3%+10.2pp | 67.2%+15.4pp |
| Annual return | 13.29% | 16.90%-3.6pp | 773.79%-760.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,200 | $2,620-16.0% | $2,912-24.5% | $2,623-16.1% |
| Participant deferral / active EE | $4,396 | $3,387+29.8% | $4,319+1.8% | $4,346+1.2% |
| Admin fee / account holder | $11,923 | $1,486+702.4% | $7,386+61.4% | $1,942+514.0% |