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 | $134,820 | $156,846-14.0% | $121,098+11.3% | $139,434-3.3% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 15.14% | 1474.56%-1459.4pp | 985.75%-970.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,250 | $5,536-59.4% | $4,164-46.0% | $4,751-52.6% |
| Participant deferral / active EE | $2,574 | $4,844-46.9% | $4,080-36.9% | $6,710-61.6% |
| Admin fee / account holder | $12,205 | $6,946+75.7% | $5,644+116.2% | $11,403+7.0% |