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 9-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 | $38,657 | $102,966-62.5% | $90,281-57.2% | $152,861-74.7% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 26.76% | 95.16%-68.4pp | 78.10%-51.3pp | 345.32%-318.6pp |
| Employer contribution / active EE | $7,193 | $3,139+129.2% | $2,854+152.0% | $4,762+51.0% |
| Participant deferral / active EE | $13,267 | $4,281+209.9% | $3,885+241.5% | $5,850+126.8% |
| Admin fee / account holder | $14,823 | $6,171+140.2% | $5,351+177.0% | $11,596+27.8% |