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 | $155,278 | $65,409+137.4% | $98,442+57.7% | $85,850+80.9% |
| Participation rate | 91.9% | 65.0%+26.9pp | 73.3%+18.6pp | 69.3%+22.6pp |
| Annual return | 15.53% | 21.76%-6.2pp | 1492.73%-1477.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $5,885 | $2,168+171.5% | $2,960+98.8% | $2,565+129.4% |
| Participant deferral / active EE | $6,691 | $3,166+111.3% | $4,276+56.5% | $3,952+69.3% |
| Admin fee / account holder | $12,931 | $4,593+181.6% | $5,949+117.4% | $6,260+106.6% |