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 | $64,794 | $176,377-63.3% | $134,143-51.7% | $158,922-59.2% |
| Participation rate | 92.3% | 78.7%+13.6pp | 72.2%+20.1pp | 82.0%+10.3pp |
| Annual return | 26.87% | 63.63%-36.8pp | 36.33%-9.5pp | 302.83%-276.0pp |
| Employer contribution / active EE | $2,111 | $5,040-58.1% | $3,704-43.0% | $4,761-55.7% |
| Participant deferral / active EE | $2,494 | $4,091-39.1% | $3,499-28.7% | $5,982-58.3% |
| Admin fee / account holder | $829 | $8,718-90.5% | $6,684-87.6% | $11,246-92.6% |