Filed December 8, 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 7-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 | $29,436 | $156,846-81.2% | $121,098-75.7% | $139,434-78.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.42% | 1474.56%-1456.1pp | 985.75%-967.3pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,729 | $5,536-50.7% | $4,164-34.5% | $4,751-42.6% |
| Participant deferral / active EE | $9,821 | $4,844+102.7% | $4,080+140.7% | $6,710+46.4% |
| Admin fee / account holder | $3,866 | $6,946-44.3% | $5,644-31.5% | $11,403-66.1% |