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 | $166,237 | $58,208+185.6% | $81,812+103.2% | $80,856+105.6% |
| Participation rate | 95.0% | 63.4%+31.6pp | 72.3%+22.7pp | 67.6%+27.4pp |
| Annual return | 15.51% | 41.66%-26.2pp | 773.79%-758.3pp | 35.59%-20.1pp |
| Employer contribution / active EE | $6,538 | $2,340+179.4% | $2,912+124.5% | $2,755+137.3% |
| Participant deferral / active EE | $7,822 | $3,281+138.4% | $4,319+81.1% | $4,296+82.1% |
| Admin fee / account holder | $22,645 | $4,981+354.6% | $7,386+206.6% | $6,918+227.3% |