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 | $206,321 | $117,859+75.1% | $102,438+101.4% | $145,959+41.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.93% | 31.72%-18.8pp | 29.37%-16.4pp | 561.95%-549.0pp |
| Employer contribution / active EE | $5,020 | $3,615+38.9% | $3,024+66.0% | $4,661+7.7% |
| Participant deferral / active EE | $4,382 | $5,732-23.6% | $5,054-13.3% | $6,689-34.5% |
| Admin fee / account holder | $10,323 | $13,318-22.5% | $9,448+9.3% | $13,398-23.0% |