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 | $242,898 | $56,053+333.3% | $75,972+219.7% | $80,856+200.4% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 10.65% | 20.53%-9.9pp | 359.55%-348.9pp | 35.59%-24.9pp |
| Employer contribution / active EE | $3,661 | $1,874+95.3% | $2,685+36.4% | $2,755+32.9% |
| Participant deferral / active EE | $10,988 | $3,052+260.1% | $4,255+158.2% | $4,296+155.8% |
| Admin fee / account holder | $11,044 | $5,234+111.0% | $6,467+70.8% | $6,918+59.6% |