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 | $47,768 | $76,000-37.1% | $154,107-69.0% | $64,186-25.6% |
| Participation rate | 94.6% | 70.4%+24.2pp | 83.0%+11.6pp | 69.6%+25.1pp |
| Annual return | 9.07% | 30.32%-21.2pp | 735.12%-726.1pp | 7.63%+1.4pp |
| Employer contribution / active EE | $2,152 | $3,351-35.8% | $5,298-59.4% | $2,381-9.6% |
| Participant deferral / active EE | $2,414 | $3,175-24.0% | $5,081-52.5% | $3,470-30.4% |
| Admin fee / account holder | $667 | $5,596-88.1% | $13,411-95.0% | $4,888-86.3% |