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 | $51,638+107.7% | $68,368+56.9% | $82,448+30.1% |
| Participation rate | 77.3% | 63.6%+13.7pp | 73.8%+3.5pp | 68.1%+9.2pp |
| Annual return | 14.99% | 37.53%-22.5pp | 292.57%-277.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $4,004 | $2,047+95.7% | $2,649+51.2% | $2,551+57.0% |
| Participant deferral / active EE | $6,457 | $2,914+121.6% | $4,123+56.6% | $4,139+56.0% |
| Admin fee / account holder | $25,913 | $4,643+458.1% | $5,150+403.2% | $7,234+258.2% |