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 | $47,606 | $105,931-55.1% | $81,930-41.9% | $158,922-70.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 17.08% | 38.17%-21.1pp | 29.49%-12.4pp | 302.83%-285.7pp |
| Employer contribution / active EE | $8,122 | $7,800+4.1% | $4,310+88.4% | $4,761+70.6% |
| Participant deferral / active EE | $5,125 | $13,003-60.6% | $7,107-27.9% | $5,982-14.3% |
| Admin fee / account holder | $9,971 | $8,489+17.5% | $5,158+93.3% | $11,246-11.3% |