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 9-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 | $86,735 | $81,632+6.3% | $70,449+23.1% | $158,922-45.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.77% | 208.40%-193.6pp | 109.03%-94.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $5,663 | $3,217+76.0% | $2,737+106.9% | $4,761+18.9% |
| Participant deferral / active EE | $8,670 | $4,554+90.4% | $3,709+133.8% | $5,982+44.9% |
| Admin fee / account holder | $1,690 | $6,193-72.7% | $3,845-56.0% | $11,246-85.0% |