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 | $120,284 | $160,055-24.8% | $140,016-14.1% | $135,375-11.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.33% | 911.38%-912.7pp | 651.12%-652.4pp | 519.73%-521.1pp |
| Employer contribution / active EE | $4,131 | $6,420-35.7% | $5,606-26.3% | $4,779-13.6% |
| Participant deferral / active EE | $4,697 | $7,642-38.5% | $6,927-32.2% | $5,609-16.3% |
| Admin fee / account holder | $10,336 | $13,328-22.4% | $10,705-3.4% | $10,827-4.5% |