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 | $93,562 | $85,202+9.8% | $172,739-45.8% | $72,985+28.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.36% | 27.32%-4.0pp | 802.84%-779.5pp | 81.00%-57.6pp |
| Employer contribution / active EE | $3,522 | $3,324+5.9% | $5,143-31.5% | $2,440+44.3% |
| Participant deferral / active EE | $2,975 | $3,260-8.8% | $5,198-42.8% | $3,607-17.5% |
| Admin fee / account holder | $327 | $5,884-94.4% | $13,954-97.7% | $5,124-93.6% |