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 | $38,178 | $169,032-77.4% | $129,207-70.5% | $145,922-73.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.56% | 14330.11%-14316.6pp | 9417.33%-9403.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,506 | $5,537-54.7% | $4,153-39.7% | $4,660-46.2% |
| Participant deferral / active EE | $10,910 | $4,987+118.7% | $4,168+161.8% | $6,688+63.1% |
| Admin fee / account holder | $3,459 | $9,954-65.3% | $7,715-55.2% | $13,397-74.2% |