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 | $26,104 | $109,817-76.2% | $98,442-73.5% | $167,490-84.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.26% | 1956.69%-1945.4pp | 1492.73%-1481.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $5,276 | $3,224+63.7% | $2,960+78.3% | $4,837+9.1% |
| Participant deferral / active EE | $4,059 | $4,673-13.1% | $4,276-5.1% | $6,341-36.0% |
| Admin fee / account holder | $2,977 | $6,753-55.9% | $5,949-50.0% | $12,309-75.8% |