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 | $81,749 | $99,020-17.4% | $86,590-5.6% | $147,584-44.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.93% | 1312.34%-1300.4pp | 964.84%-952.9pp | 578.55%-566.6pp |
| Employer contribution / active EE | $8,275 | $3,132+164.2% | $2,839+191.4% | $4,876+69.7% |
| Participant deferral / active EE | $8,637 | $3,972+117.4% | $3,609+139.4% | $5,439+58.8% |
| Admin fee / account holder | $103,348 | $5,710+1709.8% | $4,906+2006.7% | $10,885+849.4% |