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 | $50,648 | $109,817-53.9% | $98,442-48.6% | $167,490-69.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.67% | 1956.69%-1939.0pp | 1492.73%-1475.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $4,846 | $3,224+50.3% | $2,960+63.7% | $4,837+0.2% |
| Participant deferral / active EE | $7,983 | $4,673+70.8% | $4,276+86.7% | $6,341+25.9% |
| Admin fee / account holder | $9,894 | $6,753+46.5% | $5,949+66.3% | $12,309-19.6% |