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 | $62,470 | $176,662-64.6% | $130,648-52.2% | $152,861-59.1% |
| Participation rate | 71.4% | 79.0%-7.5pp | 71.7%-0.3pp | 82.4%-11.0pp |
| Annual return | 9.58% | 2692.24%-2682.7pp | 1708.96%-1699.4pp | 345.32%-335.7pp |
| Employer contribution / active EE | $890 | $5,742-84.5% | $4,092-78.2% | $4,762-81.3% |
| Participant deferral / active EE | $2,925 | $4,361-32.9% | $3,603-18.8% | $5,850-50.0% |
| Admin fee / account holder | $68,788 | $7,133+864.4% | $5,464+1158.8% | $11,596+493.2% |