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 | $92,927 | $125,758-26.1% | $169,993-45.3% | $75,163+23.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.82% | 27.20%-12.4pp | 53.37%-38.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $6,791 | $4,615+47.2% | $6,785+0.1% | $2,670+154.4% |
| Participant deferral / active EE | $3,345 | $6,837-51.1% | $10,408-67.9% | $4,125-18.9% |
| Admin fee / account holder | $21,601 | $8,173+164.3% | $12,815+68.6% | $5,651+282.3% |