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 | $147,433 | $96,305+53.1% | $80,569+83.0% | $139,434+5.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.41% | 1350.08%-1337.7pp | 935.43%-923.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $4,600 | $3,262+41.0% | $2,723+68.9% | $4,751-3.2% |
| Participant deferral / active EE | $4,600 | $5,232-12.1% | $4,447+3.4% | $6,710-31.4% |
| Admin fee / account holder | $26,099 | $6,599+295.5% | $5,377+385.4% | $11,403+128.9% |