Filed September 10, 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 | $157,613 | $105,181+49.9% | $159,436-1.1% | $85,850+83.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 29.73% | 45.07%-15.3pp | 263.57%-233.8pp | 318.53%-288.8pp |
| Employer contribution / active EE | $9,778 | $3,318+194.7% | $4,829+102.5% | $2,565+281.2% |
| Participant deferral / active EE | $5,086 | $5,945-14.4% | $7,352-30.8% | $3,952+28.7% |
| Admin fee / account holder | $568 | $6,933-91.8% | $10,799-94.7% | $6,260-90.9% |