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 | $99,817 | $100,852-1.0% | $90,404+10.4% | $158,922-37.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.12% | 1724.20%-1718.1pp | 1293.02%-1286.9pp | 302.83%-296.7pp |
| Employer contribution / active EE | $4,799 | $3,689+30.1% | $3,262+47.1% | $4,761+0.8% |
| Participant deferral / active EE | $3,986 | $4,348-8.3% | $3,963+0.6% | $5,982-33.4% |
| Admin fee / account holder | $34,850 | $6,501+436.1% | $5,611+521.1% | $11,246+209.9% |