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 | $217,638 | $133,922+62.5% | $116,228+87.3% | $142,382+52.9% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.6%+18.3pp | 80.1%+12.7pp |
| Annual return | 13.64% | 147.76%-134.1pp | 90.06%-76.4pp | 217.08%-203.4pp |
| Employer contribution / active EE | $974 | $3,446-71.7% | $2,994-67.5% | $4,299-77.3% |
| Participant deferral / active EE | $3,900 | $5,672-31.2% | $4,953-21.3% | $6,507-40.1% |
| Admin fee / account holder | $3,791 | $14,945-74.6% | $11,989-68.4% | $12,624-70.0% |