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 | $90,897 | $107,452-15.4% | $91,541-0.7% | $142,382-36.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.43% | 22.06%-7.6pp | 20.50%-6.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $8,328 | $2,994+178.2% | $2,505+232.5% | $4,299+93.7% |
| Participant deferral / active EE | $3,044 | $4,754-36.0% | $4,008-24.1% | $6,507-53.2% |
| Admin fee / account holder | $474 | $8,834-94.6% | $6,956-93.2% | $12,624-96.2% |