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 | $104,932 | $96,635+8.6% | $86,612+21.2% | $139,434-24.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.07% | 106.41%-92.3pp | 591.07%-577.0pp | 372.94%-358.9pp |
| Employer contribution / active EE | $3,581 | $3,263+9.7% | $3,022+18.5% | $4,751-24.6% |
| Participant deferral / active EE | $12,805 | $4,836+164.8% | $4,438+188.6% | $6,710+90.8% |
| Admin fee / account holder | $26,645 | $6,408+315.8% | $5,614+374.6% | $11,403+133.7% |