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 | $234,401 | $64,324+264.4% | $118,925+97.1% | $79,858+193.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 13.41% | 86.45%-73.0pp | 35.88%-22.5pp | 31.71%-18.3pp |
| Employer contribution / active EE | $9,394 | $1,836+411.6% | $3,263+187.9% | $2,471+280.2% |
| Participant deferral / active EE | $12,273 | $2,824+334.7% | $4,265+187.8% | $3,740+228.2% |
| Admin fee / account holder | $1,217 | $4,040-69.9% | $6,581-81.5% | $5,306-77.1% |