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 | $104,692 | $99,652+5.1% | $78,778+32.9% | $147,584-29.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.12% | 47.28%-35.2pp | 35.62%-23.5pp | 578.55%-566.4pp |
| Employer contribution / active EE | $4,329 | $2,796+54.8% | $1,986+118.0% | $4,876-11.2% |
| Participant deferral / active EE | $2,427 | $3,664-33.8% | $2,958-18.0% | $5,439-55.4% |
| Admin fee / account holder | $40,132 | $7,155+460.9% | $5,134+681.7% | $10,885+268.7% |