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 | $202,008 | $127,065+59.0% | $113,168+78.5% | $142,382+41.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.51% | 24.03%-10.5pp | 24.27%-10.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $4,528 | $3,442+31.5% | $2,975+52.2% | $4,299+5.3% |
| Participant deferral / active EE | $4,340 | $5,716-24.1% | $5,107-15.0% | $6,507-33.3% |
| Admin fee / account holder | $39,712 | $15,736+152.4% | $12,068+229.1% | $12,624+214.6% |