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 | $148,824 | $77,634+91.7% | $156,549-4.9% | $62,891+136.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.59% | 50.32%-41.7pp | 32.23%-23.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $7,289 | $3,444+111.7% | $5,501+32.5% | $2,281+219.6% |
| Participant deferral / active EE | $6,680 | $3,045+119.4% | $4,871+37.1% | $3,203+108.6% |
| Admin fee / account holder | $19,251 | $5,561+246.2% | $13,027+47.8% | $4,296+348.2% |