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 | $122,318 | $58,577+108.8% | $83,333+46.8% | $64,186+90.6% |
| Participation rate | 71.4% | 72.0%-0.6pp | 77.8%-6.3pp | 69.6%+1.9pp |
| Annual return | -4.02% | 9.65%-13.7pp | 10.63%-14.7pp | 7.63%-11.7pp |
| Employer contribution / active EE | $511 | $2,098-75.7% | $3,379-84.9% | $2,381-78.5% |
| Participant deferral / active EE | $5,810 | $4,654+24.8% | $5,565+4.4% | $3,470+67.5% |
| Admin fee / account holder | $16,928 | $9,275+82.5% | $7,510+125.4% | $4,888+246.3% |