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 | $197,335 | $96,635+104.2% | $86,612+127.8% | $139,434+41.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.01% | 106.41%-93.4pp | 591.07%-578.1pp | 372.94%-359.9pp |
| Employer contribution / active EE | $10,966 | $3,263+236.1% | $3,022+262.8% | $4,751+130.8% |
| Participant deferral / active EE | $14,706 | $4,836+204.1% | $4,438+231.4% | $6,710+119.2% |
| Admin fee / account holder | $74,584 | $6,408+1064.0% | $5,614+1228.5% | $11,403+554.1% |