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 | $126,799 | $137,414-7.7% | $189,513-33.1% | $85,850+47.7% |
| Participation rate | 84.2% | 84.6%-0.4pp | 87.8%-3.6pp | 69.3%+14.9pp |
| Annual return | 16.30% | 38.14%-21.8pp | 555.15%-538.9pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,289 | $4,344-47.3% | $6,162-62.8% | $2,565-10.7% |
| Participant deferral / active EE | $3,568 | $6,260-43.0% | $8,221-56.6% | $3,952-9.7% |
| Admin fee / account holder | $7,030 | $8,630-18.5% | $12,045-41.6% | $6,260+12.3% |