Filed October 19, 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 | $132,635 | $77,813+70.5% | $123,544+7.4% | $64,186+106.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 10.25% | 12.48%-2.2pp | 119.20%-108.9pp | 7.63%+2.6pp |
| Employer contribution / active EE | $5,529 | $3,014+83.5% | $4,628+19.5% | $2,381+132.2% |
| Participant deferral / active EE | $14,705 | $5,240+180.6% | $6,426+128.9% | $3,470+323.8% |
| Admin fee / account holder | $1,322 | $5,519-76.0% | $9,284-85.8% | $4,888-72.9% |