Filed December 17, 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 9-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 | $40,042 | $102,604-61.0% | $86,188-53.5% | $139,434-71.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.38% | 1922.51%-1904.1pp | 1168.45%-1150.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,149 | $3,032-62.1% | $2,380-51.7% | $4,751-75.8% |
| Participant deferral / active EE | $2,767 | $4,676-40.8% | $3,985-30.6% | $6,710-58.8% |
| Admin fee / account holder | $1,029 | $8,657-88.1% | $6,852-85.0% | $11,403-91.0% |