Filed May 25, 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 | $76,573 | $100,041-23.5% | $149,718-48.9% | $70,131+9.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 19.42% | 27.43%-8.0pp | 1501.63%-1482.2pp | 73.14%-53.7pp |
| Employer contribution / active EE | $9,013 | $3,662+146.2% | $5,445+65.5% | $2,342+284.8% |
| Participant deferral / active EE | $2,660 | $4,983-46.6% | $6,569-59.5% | $3,332-20.2% |
| Admin fee / account holder | $665 | $8,286-92.0% | $11,283-94.1% | $4,645-85.7% |