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 | $32,792 | $100,901-67.5% | $75,670-56.7% | $147,584-77.8% |
| Participation rate | 94.7% | 77.1%+17.6pp | 72.3%+22.4pp | 82.8%+11.9pp |
| Annual return | 15.62% | 35.78%-20.2pp | 27.34%-11.7pp | 578.55%-562.9pp |
| Employer contribution / active EE | $5,394 | $3,253+65.8% | $2,352+129.4% | $4,876+10.6% |
| Participant deferral / active EE | $3,108 | $4,027-22.8% | $3,142-1.1% | $5,439-42.9% |
| Admin fee / account holder | $1,498 | $11,285-86.7% | $5,800-74.2% | $10,885-86.2% |