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 | $170,028 | $109,817+54.8% | $98,442+72.7% | $167,490+1.5% |
| Participation rate | 94.7% | 75.8%+18.9pp | 73.3%+21.4pp | 82.1%+12.6pp |
| Annual return | 11.20% | 1956.69%-1945.5pp | 1492.73%-1481.5pp | 478.56%-467.4pp |
| Employer contribution / active EE | $2,783 | $3,224-13.7% | $2,960-6.0% | $4,837-42.5% |
| Participant deferral / active EE | $5,464 | $4,673+16.9% | $4,276+27.8% | $6,341-13.8% |
| Admin fee / account holder | $19,662 | $6,753+191.2% | $5,949+230.5% | $12,309+59.7% |