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 | $204,690 | $183,963+11.3% | $162,163+26.2% | $152,861+33.9% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 21.58% | 150.76%-129.2pp | 115.59%-94.0pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,861 | $6,371-70.8% | $5,614-66.8% | $4,762-60.9% |
| Participant deferral / active EE | $5,361 | $8,034-33.3% | $7,298-26.5% | $5,850-8.4% |
| Admin fee / account holder | $12,859 | $13,121-2.0% | $10,843+18.6% | $11,596+10.9% |