Filed October 19, 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 | $99,422 | $85,790+15.9% | $67,313+47.7% | $135,375-26.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 10.46% | -0.54%+11.0pp | -4.08%+14.5pp | 519.73%-509.3pp |
| Employer contribution / active EE | $2,861 | $3,487-18.0% | $2,566+11.5% | $4,779-40.1% |
| Participant deferral / active EE | $7,341 | $4,651+57.8% | $3,568+105.7% | $5,609+30.9% |
| Admin fee / account holder | $1,692 | $6,392-73.5% | $4,507-62.5% | $10,827-84.4% |