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 | $109,974 | $104,907+4.8% | $84,611+30.0% | $152,861-28.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 18.10% | 373.79%-355.7pp | 258.74%-240.6pp | 345.32%-327.2pp |
| Employer contribution / active EE | $4,385 | $3,302+32.8% | $2,652+65.3% | $4,762-7.9% |
| Participant deferral / active EE | $5,275 | $4,688+12.5% | $3,899+35.3% | $5,850-9.8% |
| Admin fee / account holder | $12,753 | $6,241+104.3% | $4,912+159.6% | $11,596+10.0% |