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 | $96,700 | $183,963-47.4% | $162,163-40.4% | $152,861-36.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.21% | 150.76%-132.6pp | 115.59%-97.4pp | 345.32%-327.1pp |
| Employer contribution / active EE | $5,770 | $6,371-9.4% | $5,614+2.8% | $4,762+21.2% |
| Participant deferral / active EE | $5,794 | $8,034-27.9% | $7,298-20.6% | $5,850-1.0% |
| Admin fee / account holder | $1,637 | $13,121-87.5% | $10,843-84.9% | $11,596-85.9% |