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 | $119,470 | $183,963-35.1% | $162,163-26.3% | $152,861-21.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.53% | 150.76%-134.2pp | 115.59%-99.1pp | 345.32%-328.8pp |
| Employer contribution / active EE | $7,179 | $6,371+12.7% | $5,614+27.9% | $4,762+50.7% |
| Participant deferral / active EE | $3,511 | $8,034-56.3% | $7,298-51.9% | $5,850-40.0% |
| Admin fee / account holder | $1,945 | $13,121-85.2% | $10,843-82.1% | $11,596-83.2% |