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 | $96,414 | $150,440-35.9% | $136,294-29.3% | $147,584-34.7% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 24.94% | 1049.08%-1024.1pp | 5155.94%-5131.0pp | 578.55%-553.6pp |
| Employer contribution / active EE | $1,519 | $5,256-71.1% | $4,695-67.7% | $4,876-68.9% |
| Participant deferral / active EE | $8,184 | $6,630+23.4% | $6,247+31.0% | $5,439+50.5% |
| Admin fee / account holder | $323 | $10,905-97.0% | $9,243-96.5% | $10,885-97.0% |