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 | $231,222 | $81,460+183.8% | $103,333+123.8% | $80,856+186.0% |
| Participation rate | 77.8% | 66.8%+10.9pp | 74.5%+3.3pp | 67.6%+10.1pp |
| Annual return | 43.12% | 25.55%+17.6pp | 24.88%+18.2pp | 35.59%+7.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,600 | $3,869+96.5% | $5,057+50.3% | $4,296+76.9% |
| Admin fee / account holder | $4,019 | $6,566-38.8% | $8,355-51.9% | $6,918-41.9% |