Filed August 16, 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 | $124,368 | $96,635+28.7% | $86,612+43.6% | $139,434-10.8% |
| Participation rate | 92.3% | 74.4%+17.9pp | 71.7%+20.6pp | 80.3%+12.0pp |
| Annual return | 13.63% | 106.41%-92.8pp | 591.07%-577.4pp | 372.94%-359.3pp |
| Employer contribution / active EE | $3,799 | $3,263+16.4% | $3,022+25.7% | $4,751-20.0% |
| Participant deferral / active EE | $9,118 | $4,836+88.5% | $4,438+105.5% | $6,710+35.9% |
| Admin fee / account holder | $17,398 | $6,408+171.5% | $5,614+209.9% | $11,403+52.6% |