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 | $86,521 | $58,208+48.6% | $81,812+5.8% | $80,856+7.0% |
| Participation rate | 90.7% | 63.4%+27.3pp | 72.3%+18.4pp | 67.6%+23.1pp |
| Annual return | 12.99% | 41.66%-28.7pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $8,779 | $2,340+275.2% | $2,912+201.4% | $2,755+218.7% |
| Participant deferral / active EE | $7,492 | $3,281+128.4% | $4,319+73.5% | $4,296+74.4% |
| Admin fee / account holder | $14,208 | $4,981+185.2% | $7,386+92.4% | $6,918+105.4% |