Filed October 19, 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 | $144,343 | $89,355+61.5% | $141,162+2.3% | $72,985+97.8% |
| Participation rate | 80.6% | 75.1%+5.5pp | 82.5%-1.8pp | 69.5%+11.2pp |
| Annual return | 22.15% | 111.85%-89.7pp | 71.39%-49.2pp | 81.00%-58.9pp |
| Employer contribution / active EE | $970 | $3,114-68.9% | $4,735-79.5% | $2,440-60.3% |
| Participant deferral / active EE | $7,554 | $5,418+39.4% | $6,709+12.6% | $3,607+109.4% |
| Admin fee / account holder | $12,830 | $5,958+115.3% | $10,261+25.0% | $5,124+150.4% |