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 | $144,548 | $209,832-31.1% | $189,513-23.7% | $167,490-13.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.51% | 748.27%-733.8pp | 555.15%-540.6pp | 478.56%-464.1pp |
| Employer contribution / active EE | $7,321 | $6,914+5.9% | $6,162+18.8% | $4,837+51.3% |
| Participant deferral / active EE | $8,338 | $8,935-6.7% | $8,221+1.4% | $6,341+31.5% |
| Admin fee / account holder | $6,748 | $14,293-52.8% | $12,045-44.0% | $12,309-45.2% |