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 | $54,690 | $95,561-42.8% | $77,163-29.1% | $139,434-60.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.69% | 54.92%-43.2pp | 37.87%-26.2pp | 372.94%-361.3pp |
| Employer contribution / active EE | $5,835 | $3,147+85.4% | $2,535+130.2% | $4,751+22.8% |
| Participant deferral / active EE | $2,279 | $4,624-50.7% | $3,833-40.6% | $6,710-66.0% |
| Admin fee / account holder | $31,885 | $8,295+284.4% | $5,472+482.7% | $11,403+179.6% |