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 | $113,886 | $160,055-28.8% | $140,016-18.7% | $135,375-15.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.09% | 911.38%-916.5pp | 651.12%-656.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $7,063 | $6,420+10.0% | $5,606+26.0% | $4,779+47.8% |
| Participant deferral / active EE | $3,934 | $7,642-48.5% | $6,927-43.2% | $5,609-29.9% |
| Admin fee / account holder | $982 | $13,328-92.6% | $10,705-90.8% | $10,827-90.9% |