Filed November 22, 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 | $105,665 | $96,635+9.3% | $86,612+22.0% | $139,434-24.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 471.57% | 106.41%+365.2pp | 591.07%-119.5pp | 372.94%+98.6pp |
| Employer contribution / active EE | $438 | $3,263-86.6% | $3,022-85.5% | $4,751-90.8% |
| Participant deferral / active EE | $8,710 | $4,836+80.1% | $4,438+96.3% | $6,710+29.8% |
| Admin fee / account holder | $998 | $6,408-84.4% | $5,614-82.2% | $11,403-91.2% |