Filed August 11, 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 | $74,560 | $100,041-25.5% | $149,718-50.2% | $70,131+6.3% |
| Participation rate | 98.3% | 83.6%+14.7pp | 87.1%+11.2pp | 69.5%+28.8pp |
| Annual return | 17.89% | 27.43%-9.5pp | 1501.63%-1483.7pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,120 | $3,662-42.1% | $5,445-61.1% | $2,342-9.5% |
| Participant deferral / active EE | $3,052 | $4,983-38.7% | $6,569-53.5% | $3,332-8.4% |
| Admin fee / account holder | $1,130 | $8,286-86.4% | $11,283-90.0% | $4,645-75.7% |