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 | $219,323 | $82,664+165.3% | $125,339+75.0% | $68,494+220.2% |
| Participation rate | 97.3% | 75.0%+22.3pp | 82.4%+15.0pp | 67.9%+29.4pp |
| Annual return | -18.22% | -5.97%-12.2pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $7,428 | $3,381+119.7% | $4,814+54.3% | $2,596+186.1% |
| Participant deferral / active EE | $9,868 | $6,110+61.5% | $7,446+32.5% | $4,027+145.0% |
| Admin fee / account holder | $28,769 | $6,275+358.4% | $10,010+187.4% | $5,403+432.5% |