Filed November 16, 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 7-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 | $124,253 | $73,933+68.1% | $96,683+28.5% | $75,163+65.3% |
| Participation rate | 97.3% | 66.4%+30.9pp | 74.3%+23.0pp | 67.2%+30.1pp |
| Annual return | 20.13% | 26.70%-6.6pp | 35.69%-15.6pp | 160.62%-140.5pp |
| Employer contribution / active EE | $3,134 | $2,928+7.0% | $3,737-16.1% | $2,670+17.4% |
| Participant deferral / active EE | $9,987 | $3,659+173.0% | $4,878+104.7% | $4,125+142.1% |
| Admin fee / account holder | $10,299 | $5,216+97.4% | $6,730+53.0% | $5,651+82.3% |