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 | $224,781 | $102,317+119.7% | $146,958+53.0% | $80,856+178.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 21.77% | 134.76%-113.0pp | 418.34%-396.6pp | 35.59%-13.8pp |
| Employer contribution / active EE | $6,063 | $3,713+63.3% | $4,933+22.9% | $2,755+120.1% |
| Participant deferral / active EE | $14,551 | $6,644+119.0% | $8,070+80.3% | $4,296+238.7% |
| Admin fee / account holder | $2,289 | $7,941-71.2% | $12,998-82.4% | $6,918-66.9% |