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 | $40,578 | $88,751-54.3% | $81,812-50.4% | $145,922-72.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 17.76% | 1025.40%-1007.6pp | 773.79%-756.0pp | 561.29%-543.5pp |
| Employer contribution / active EE | $3,549 | $3,083+15.1% | $2,912+21.9% | $4,660-23.8% |
| Participant deferral / active EE | $5,395 | $4,643+16.2% | $4,319+24.9% | $6,688-19.3% |
| Admin fee / account holder | $3,738 | $8,415-55.6% | $7,386-49.4% | $13,397-72.1% |