Filed November 17, 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 6-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 | $97,861 | $56,199+74.1% | $67,652+44.7% | $59,632+64.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.57% | 18505.31%-18504.7pp | 6625.04%-6624.5pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $899 | $1,614-44.3% | $2,266-60.3% | $2,203-59.2% |
| Participant deferral / active EE | $3,290 | $2,844+15.7% | $3,560-7.6% | $3,192+3.1% |
| Admin fee / account holder | $30,859 | $3,958+679.6% | $4,821+540.1% | $4,297+618.1% |