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 | $60,044 | $111,724-46.3% | $93,606-35.9% | $145,922-58.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 19.24% | 202.98%-183.7pp | 133.20%-114.0pp | 561.29%-542.0pp |
| Employer contribution / active EE | $2,263 | $3,090-26.8% | $2,420-6.5% | $4,660-51.4% |
| Participant deferral / active EE | $5,659 | $4,912+15.2% | $4,411+28.3% | $6,688-15.4% |
| Admin fee / account holder | $762 | $10,250-92.6% | $8,285-90.8% | $13,397-94.3% |