Filed November 24, 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 | $122,455 | $53,127+130.5% | $86,590+41.4% | $70,131+74.6% |
| Participation rate | 89.7% | 65.3%+24.4pp | 73.5%+16.2pp | 69.5%+20.2pp |
| Annual return | 20.91% | 27.66%-6.8pp | 964.84%-943.9pp | 73.14%-52.2pp |
| Employer contribution / active EE | $4,936 | $2,068+138.7% | $2,839+73.8% | $2,342+110.7% |
| Participant deferral / active EE | $5,739 | $2,696+112.9% | $3,609+59.0% | $3,332+72.3% |
| Admin fee / account holder | $2,724 | $3,585-24.0% | $4,906-44.5% | $4,645-41.4% |