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 | $131,169 | $91,538+43.3% | $129,995+0.9% | $75,163+74.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.65% | -631.11%+648.8pp | -137.18%+154.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,206 | $2,845-57.6% | $4,320-72.1% | $2,670-54.8% |
| Participant deferral / active EE | $7,124 | $4,341+64.1% | $5,820+22.4% | $4,125+72.7% |
| Admin fee / account holder | $7,266 | $6,790+7.0% | $10,614-31.5% | $5,651+28.6% |