Filed October 19, 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 | $52,837 | $180,449-70.7% | $154,107-65.7% | $135,375-61.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -0.74% | 888.09%-888.8pp | 735.12%-735.9pp | 519.73%-520.5pp |
| Employer contribution / active EE | $8,424 | $6,035+39.6% | $5,298+59.0% | $4,779+76.3% |
| Participant deferral / active EE | $4,997 | $5,806-13.9% | $5,081-1.7% | $5,609-10.9% |
| Admin fee / account holder | $353,111 | $16,143+2087.4% | $13,411+2533.0% | $10,827+3161.4% |