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 | $76,749 | $183,963-58.3% | $162,163-52.7% | $152,861-49.8% |
| Participation rate | 70.6% | 88.5%-17.9pp | 87.6%-17.0pp | 82.4%-11.9pp |
| Annual return | 15.96% | 150.76%-134.8pp | 115.59%-99.6pp | 345.32%-329.4pp |
| Employer contribution / active EE | $1,545 | $6,371-75.8% | $5,614-72.5% | $4,762-67.6% |
| Participant deferral / active EE | $2,956 | $8,034-63.2% | $7,298-59.5% | $5,850-49.5% |
| Admin fee / account holder | $535 | $13,121-95.9% | $10,843-95.1% | $11,596-95.4% |