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 | $236,345 | $124,319+90.1% | $111,297+112.4% | $167,490+41.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.04% | 37.44%-28.4pp | 54.65%-45.6pp | 478.56%-469.5pp |
| Employer contribution / active EE | $3,027 | $3,435-11.9% | $2,731+10.8% | $4,837-37.4% |
| Participant deferral / active EE | $11,222 | $5,180+116.6% | $4,487+150.1% | $6,341+77.0% |
| Admin fee / account holder | $736 | $10,618-93.1% | $7,964-90.8% | $12,309-94.0% |