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 | $58,785 | $150,187-60.9% | $120,354-51.2% | $145,922-59.7% |
| Participation rate | 73.7% | 78.8%-5.1pp | 71.9%+1.8pp | 80.3%-6.6pp |
| Annual return | 9.47% | 154.07%-144.6pp | 107.15%-97.7pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,411 | $4,348-44.6% | $3,463-30.4% | $4,660-48.3% |
| Participant deferral / active EE | $3,009 | $6,173-51.3% | $4,991-39.7% | $6,688-55.0% |
| Admin fee / account holder | $11,837 | $12,207-3.0% | $9,423+25.6% | $13,397-11.6% |