Filed October 20, 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 | $71,688 | $47,479+51.0% | $62,929+13.9% | $82,448-13.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 17.15% | 20.34%-3.2pp | 1063.93%-1046.8pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,036 | $1,885+61.0% | $2,505+21.2% | $2,551+19.0% |
| Participant deferral / active EE | $5,479 | $2,870+90.9% | $3,888+40.9% | $4,139+32.4% |
| Admin fee / account holder | $1,461 | $3,804-61.6% | $5,065-71.2% | $7,234-79.8% |