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 | $85,963 | $102,604-16.2% | $86,188-0.3% | $139,434-38.3% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 14.37% | 1922.51%-1908.1pp | 1168.45%-1154.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,518 | $3,032+16.0% | $2,380+47.8% | $4,751-25.9% |
| Participant deferral / active EE | $11,987 | $4,676+156.4% | $3,985+200.8% | $6,710+78.6% |
| Admin fee / account holder | $42,494 | $8,657+390.9% | $6,852+520.2% | $11,403+272.7% |