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 | $183,681 | $65,561+180.2% | $86,188+113.1% | $75,163+144.4% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 18.50% | 46.05%-27.6pp | 1168.45%-1149.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,362 | $1,553-12.3% | $2,380-42.8% | $2,670-49.0% |
| Participant deferral / active EE | $7,060 | $3,024+133.5% | $3,985+77.1% | $4,125+71.1% |
| Admin fee / account holder | $2,859 | $5,474-47.8% | $6,852-58.3% | $5,651-49.4% |