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 | $180,749-58.4% | $160,784-53.2% | $137,256-45.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 25.34% | 2234.46%-2209.1pp | 1803.92%-1778.6pp | 220.34%-195.0pp |
| Employer contribution / active EE | $9,470 | $4,155+127.9% | $3,733+153.7% | $4,156+127.9% |
| Participant deferral / active EE | $26,000 | $6,844+279.9% | $6,293+313.2% | $6,407+305.8% |
| Admin fee / account holder | $408 | $10,397-96.1% | $9,717-95.8% | $12,270-96.7% |