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 | $118,281 | $96,635+22.4% | $86,612+36.6% | $139,434-15.2% |
| Participation rate | 89.5% | 74.4%+15.1pp | 71.7%+17.8pp | 80.3%+9.2pp |
| Annual return | 14.55% | 106.41%-91.9pp | 591.07%-576.5pp | 372.94%-358.4pp |
| Employer contribution / active EE | $6,810 | $3,263+108.7% | $3,022+125.3% | $4,751+43.3% |
| Participant deferral / active EE | $6,703 | $4,836+38.6% | $4,438+51.1% | $6,710-0.1% |
| Admin fee / account holder | $43,372 | $6,408+576.9% | $5,614+672.5% | $11,403+280.4% |