Filed November 20, 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 | $161,607 | $57,541+180.9% | $95,745+68.8% | $75,163+115.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.71% | 34.93%-20.2pp | 28.35%-13.6pp | 160.62%-145.9pp |
| Employer contribution / active EE | $3,557 | $1,808+96.8% | $2,835+25.5% | $2,670+33.2% |
| Participant deferral / active EE | $5,888 | $3,074+91.6% | $4,245+38.7% | $4,125+42.7% |
| Admin fee / account holder | $5,186 | $4,099+26.5% | $5,678-8.7% | $5,651-8.2% |