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 | $126,676 | $209,832-39.6% | $189,513-33.2% | $167,490-24.4% |
| Participation rate | 95.2% | 88.7%+6.6pp | 87.8%+7.4pp | 82.1%+13.1pp |
| Annual return | 12.97% | 748.27%-735.3pp | 555.15%-542.2pp | 478.56%-465.6pp |
| Employer contribution / active EE | $6,267 | $6,914-9.4% | $6,162+1.7% | $4,837+29.6% |
| Participant deferral / active EE | $5,099 | $8,935-42.9% | $8,221-38.0% | $6,341-19.6% |
| Admin fee / account holder | $20,531 | $14,293+43.6% | $12,045+70.5% | $12,309+66.8% |