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 8-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 | $14,310 | $102,966-86.1% | $90,281-84.1% | $152,861-90.6% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 21.07% | 95.16%-74.1pp | 78.10%-57.0pp | 345.32%-324.3pp |
| Employer contribution / active EE | $3,364 | $3,139+7.2% | $2,854+17.9% | $4,762-29.4% |
| Participant deferral / active EE | $2,580 | $4,281-39.7% | $3,885-33.6% | $5,850-55.9% |
| Admin fee / account holder | $3,022 | $6,171-51.0% | $5,351-43.5% | $11,596-73.9% |