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 | $105,086 | $115,770-9.2% | $101,248+3.8% | $158,922-33.9% |
| Participation rate | 76.5% | 79.4%-2.9pp | 75.8%+0.7pp | 82.0%-5.5pp |
| Annual return | 11.00% | 56.14%-45.1pp | 46.47%-35.5pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,864 | $4,175-55.3% | $3,660-49.1% | $4,761-60.8% |
| Participant deferral / active EE | $2,497 | $4,957-49.6% | $4,370-42.9% | $5,982-58.3% |
| Admin fee / account holder | $16,076 | $7,245+121.9% | $5,945+170.4% | $11,246+43.0% |