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 | $194,506 | $203,436-4.4% | $152,466+27.6% | $167,490+16.1% |
| Participation rate | 91.7% | 82.3%+9.4pp | 78.2%+13.5pp | 82.1%+9.6pp |
| Annual return | 17.62% | 13.80%+3.8pp | 757.33%-739.7pp | 478.56%-460.9pp |
| Employer contribution / active EE | $8,839 | $5,220+69.3% | $4,327+104.3% | $4,837+82.7% |
| Participant deferral / active EE | $12,244 | $6,716+82.3% | $5,820+110.4% | $6,341+93.1% |
| Admin fee / account holder | $2,615 | $22,506-88.4% | $15,805-83.5% | $12,309-78.8% |