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 3-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 | $75,251 | $189,613-60.3% | $167,512-55.1% | $142,382-47.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 25.34% | 2024.68%-1999.3pp | 1615.79%-1590.5pp | 217.08%-191.7pp |
| Employer contribution / active EE | $9,470 | $4,349+117.8% | $3,882+144.0% | $4,299+120.3% |
| Participant deferral / active EE | $26,000 | $6,981+272.4% | $6,405+306.0% | $6,507+299.6% |
| Admin fee / account holder | $408 | $10,528-96.1% | $9,769-95.8% | $12,624-96.8% |