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 | $48,669 | $126,574-61.5% | $106,213-54.2% | $145,922-66.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.59% | 224.79%-210.2pp | 116.14%-101.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,194 | $3,730-14.4% | $3,171+0.7% | $4,660-31.5% |
| Participant deferral / active EE | $3,489 | $5,724-39.0% | $5,016-30.4% | $6,688-47.8% |
| Admin fee / account holder | $7,704 | $17,304-55.5% | $11,033-30.2% | $13,397-42.5% |