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 | $107,245 | $54,705+96.0% | $71,209+50.6% | $84,808+26.5% |
| Participation rate | 77.3% | 64.1%+13.2pp | 73.8%+3.5pp | 68.3%+9.0pp |
| Annual return | 14.99% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,004 | $2,158+85.6% | $2,721+47.2% | $2,631+52.2% |
| Participant deferral / active EE | $6,457 | $3,030+113.1% | $4,175+54.7% | $4,212+53.3% |
| Admin fee / account holder | $25,913 | $4,863+432.8% | $5,349+384.5% | $7,344+252.9% |