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 | $149,818 | $74,888+100.1% | $71,209+110.4% | $142,382+5.2% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.1%+14.6pp |
| Annual return | 14.75% | 345.14%-330.4pp | 282.51%-267.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,045 | $2,854+6.7% | $2,721+11.9% | $4,299-29.2% |
| Participant deferral / active EE | $6,466 | $4,454+45.2% | $4,175+54.9% | $6,507-0.6% |
| Admin fee / account holder | $4,829 | $5,568-13.3% | $5,349-9.7% | $12,624-61.7% |