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 | $84,091 | $85,202-1.3% | $172,739-51.3% | $72,985+15.2% |
| Participation rate | 78.6% | 70.1%+8.5pp | 82.6%-4.1pp | 69.5%+9.1pp |
| Annual return | 30.69% | 27.32%+3.4pp | 802.84%-772.2pp | 81.00%-50.3pp |
| Employer contribution / active EE | $651 | $3,324-80.4% | $5,143-87.3% | $2,440-73.3% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $19,597 | $5,884+233.1% | $13,954+40.4% | $5,124+282.4% |