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 | $89,484 | $106,890-16.3% | $84,015+6.5% | $152,861-41.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 16.16% | 104.99%-88.8pp | 71.31%-55.1pp | 345.32%-329.2pp |
| Employer contribution / active EE | $3,123 | $2,734+14.2% | $1,983+57.4% | $4,762-34.4% |
| Participant deferral / active EE | $8,354 | $4,011+108.3% | $3,239+158.0% | $5,850+42.8% |
| Admin fee / account holder | $36,175 | $8,285+336.6% | $6,101+493.0% | $11,596+212.0% |