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 | $170,781 | $98,750+72.9% | $149,696+14.1% | $79,858+113.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 24.32% | 27.43%-3.1pp | 276.60%-252.3pp | 31.71%-7.4pp |
| Employer contribution / active EE | $2,236 | $3,216-30.5% | $4,644-51.9% | $2,471-9.5% |
| Participant deferral / active EE | $4,486 | $5,680-21.0% | $6,842-34.4% | $3,740+20.0% |
| Admin fee / account holder | $690 | $6,053-88.6% | $9,309-92.6% | $5,306-87.0% |