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 3-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 | $72,423 | $185,822-61.0% | $169,993-57.4% | $139,434-48.1% |
| Participation rate | 95.0% | 87.8%+7.2pp | 87.0%+8.0pp | 80.3%+14.7pp |
| Annual return | 57.49% | 60.50%-3.0pp | 53.37%+4.1pp | 372.94%-315.5pp |
| Employer contribution / active EE | $7,906 | $7,590+4.2% | $6,785+16.5% | $4,751+66.4% |
| Participant deferral / active EE | $10,586 | $11,622-8.9% | $10,408+1.7% | $6,710+57.8% |
| Admin fee / account holder | $2,143 | $15,381-86.1% | $12,815-83.3% | $11,403-81.2% |