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 | $81,614 | $85,202-4.2% | $172,739-52.8% | $72,985+11.8% |
| Participation rate | 82.2% | 70.1%+12.2pp | 82.6%-0.4pp | 69.5%+12.7pp |
| Annual return | 18.53% | 27.32%-8.8pp | 802.84%-784.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $7,475 | $3,324+124.9% | $5,143+45.3% | $2,440+206.4% |
| Participant deferral / active EE | $6,119 | $3,260+87.7% | $5,198+17.7% | $3,607+69.6% |
| Admin fee / account holder | $8,046 | $5,884+36.7% | $13,954-42.3% | $5,124+57.0% |