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 | $74,652 | $63,346+17.8% | $92,233-19.1% | $70,131+6.4% |
| Participation rate | 84.5% | 68.7%+15.8pp | 76.5%+8.0pp | 69.5%+15.0pp |
| Annual return | 23.18% | 530.12%-506.9pp | 176.28%-153.1pp | 73.14%-50.0pp |
| Employer contribution / active EE | $7,549 | $2,471+205.5% | $3,679+105.2% | $2,342+222.3% |
| Participant deferral / active EE | $5,898 | $2,854+106.7% | $3,897+51.4% | $3,332+77.0% |
| Admin fee / account holder | $9,565 | $3,840+149.1% | $5,194+84.2% | $4,645+105.9% |