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 | $234,720 | $53,127+341.8% | $86,590+171.1% | $70,131+234.7% |
| Participation rate | 98.7% | 65.3%+33.4pp | 73.5%+25.1pp | 69.5%+29.1pp |
| Annual return | 14.98% | 27.66%-12.7pp | 964.84%-949.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $9,620 | $2,068+365.1% | $2,839+238.8% | $2,342+310.7% |
| Participant deferral / active EE | $12,588 | $2,696+367.0% | $3,609+248.8% | $3,332+277.8% |
| Admin fee / account holder | $22,093 | $3,585+516.2% | $4,906+350.3% | $4,645+375.6% |