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 | $93,634 | $60,124+55.7% | $90,404+3.6% | $79,858+17.3% |
| Participation rate | 84.6% | 65.0%+19.6pp | 72.7%+11.9pp | 69.6%+15.0pp |
| Annual return | 14.78% | 71.94%-57.2pp | 1293.02%-1278.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,929 | $2,068+41.7% | $3,262-10.2% | $2,471+18.6% |
| Participant deferral / active EE | $4,033 | $2,938+37.3% | $3,963+1.8% | $3,740+7.8% |
| Admin fee / account holder | $1,968 | $3,976-50.5% | $5,611-64.9% | $5,306-62.9% |