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 | $156,675 | $91,552+71.1% | $133,956+17.0% | $79,858+96.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 17.60% | 61.85%-44.2pp | 45.09%-27.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,120 | $2,384-53.0% | $3,919-71.4% | $2,471-54.7% |
| Participant deferral / active EE | $7,145 | $3,733+91.4% | $5,048+41.6% | $3,740+91.0% |
| Admin fee / account holder | $23,237 | $6,321+267.6% | $8,927+160.3% | $5,306+337.9% |