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 10-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 | $71,925 | $60,124+19.6% | $90,404-20.4% | $79,858-9.9% |
| Participation rate | 96.9% | 65.0%+31.9pp | 72.7%+24.2pp | 69.6%+27.2pp |
| Annual return | 18.59% | 71.94%-53.4pp | 1293.02%-1274.4pp | 31.71%-13.1pp |
| Employer contribution / active EE | $7,765 | $2,068+275.5% | $3,262+138.0% | $2,471+214.3% |
| Participant deferral / active EE | $6,591 | $2,938+124.3% | $3,963+66.3% | $3,740+76.2% |
| Admin fee / account holder | $3,068 | $3,976-22.9% | $5,611-45.3% | $5,306-42.2% |