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 | $166,386 | $180,449-7.8% | $154,107+8.0% | $135,375+22.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 9.56% | 888.09%-878.5pp | 735.12%-725.6pp | 519.73%-510.2pp |
| Employer contribution / active EE | $11,558 | $6,035+91.5% | $5,298+118.2% | $4,779+141.9% |
| Participant deferral / active EE | $6,386 | $5,806+10.0% | $5,081+25.7% | $5,609+13.9% |
| Admin fee / account holder | $2,878 | $16,143-82.2% | $13,411-78.5% | $10,827-73.4% |