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 | $39,434 | $98,240-59.9% | $82,313-52.1% | $147,584-73.3% |
| Participation rate | 93.3% | 79.7%+13.6pp | 76.9%+16.4pp | 82.8%+10.5pp |
| Annual return | 14.78% | 30.85%-16.1pp | 25.88%-11.1pp | 578.55%-563.8pp |
| Employer contribution / active EE | $3,913 | $3,192+22.6% | $2,428+61.1% | $4,876-19.8% |
| Participant deferral / active EE | $8,903 | $4,383+103.1% | $3,706+140.2% | $5,439+63.7% |
| Admin fee / account holder | $20,991 | $8,563+145.1% | $5,608+274.3% | $10,885+92.8% |