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 | $175,155 | $70,428+148.7% | $96,562+81.4% | $85,850+104.0% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 21.27% | 18.59%+2.7pp | 37.78%-16.5pp | 318.53%-297.3pp |
| Employer contribution / active EE | $882 | $1,413-37.6% | $2,356-62.6% | $2,565-65.6% |
| Participant deferral / active EE | $6,396 | $2,894+121.0% | $3,849+66.2% | $3,952+61.9% |
| Admin fee / account holder | $2,861 | $4,997-42.7% | $6,181-53.7% | $6,260-54.3% |