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 | $126,596 | $137,414-7.9% | $189,513-33.2% | $85,850+47.5% |
| Participation rate | 97.5% | 84.6%+12.9pp | 87.8%+9.7pp | 69.3%+28.2pp |
| Annual return | 14.92% | 38.14%-23.2pp | 555.15%-540.2pp | 318.53%-303.6pp |
| Employer contribution / active EE | $5,575 | $4,344+28.3% | $6,162-9.5% | $2,565+117.3% |
| Participant deferral / active EE | $4,471 | $6,260-28.6% | $8,221-45.6% | $3,952+13.2% |
| Admin fee / account holder | $5,156 | $8,630-40.3% | $12,045-57.2% | $6,260-17.6% |