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 | $108,098 | $63,346+70.6% | $92,233+17.2% | $70,131+54.1% |
| Participation rate | 71.8% | 68.7%+3.1pp | 76.5%-4.7pp | 69.5%+2.3pp |
| Annual return | 13.92% | 530.12%-516.2pp | 176.28%-162.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $2,043 | $2,471-17.3% | $3,679-44.5% | $2,342-12.8% |
| Participant deferral / active EE | $4,149 | $2,854+45.4% | $3,897+6.5% | $3,332+24.5% |
| Admin fee / account holder | $7,330 | $3,840+90.9% | $5,194+41.1% | $4,645+57.8% |