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 | $142,342 | $88,751+60.4% | $81,812+74.0% | $145,922-2.5% |
| Participation rate | 78.9% | 75.0%+3.9pp | 72.3%+6.6pp | 80.3%-1.3pp |
| Annual return | 15.90% | 1025.40%-1009.5pp | 773.79%-757.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $3,197 | $3,083+3.7% | $2,912+9.8% | $4,660-31.4% |
| Participant deferral / active EE | $7,300 | $4,643+57.2% | $4,319+69.0% | $6,688+9.2% |
| Admin fee / account holder | $1,641 | $8,415-80.5% | $7,386-77.8% | $13,397-87.8% |