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 | $56,819 | $102,616-44.6% | $81,983-30.7% | $158,922-64.2% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.2%+12.6pp | 82.0%-0.1pp |
| Annual return | 9.83% | 61.04%-51.2pp | 41.31%-31.5pp | 302.83%-293.0pp |
| Employer contribution / active EE | $2,769 | $3,240-14.5% | $2,498+10.8% | $4,761-41.8% |
| Participant deferral / active EE | $5,008 | $4,648+7.8% | $3,722+34.6% | $5,982-16.3% |
| Admin fee / account holder | $55,923 | $8,235+579.1% | $5,664+887.4% | $11,246+397.3% |