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 | $64,603 | $202,318-68.1% | $172,739-62.6% | $152,861-57.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.77% | 1029.65%-1010.9pp | 802.84%-784.1pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,953 | $5,856-49.6% | $5,143-42.6% | $4,762-38.0% |
| Participant deferral / active EE | $3,887 | $5,948-34.7% | $5,198-25.2% | $5,850-33.6% |
| Admin fee / account holder | $471 | $17,109-97.2% | $13,954-96.6% | $11,596-95.9% |