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 | $131,098 | $59,107+121.8% | $86,436+51.7% | $68,494+91.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -14.31% | -0.23%-14.1pp | 4394.89%-4409.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $533 | $2,519-78.8% | $3,769-85.9% | $2,596-79.5% |
| Participant deferral / active EE | $6,003 | $5,901+1.7% | $6,952-13.6% | $4,027+49.1% |
| Admin fee / account holder | $1,819 | $5,637-67.7% | $6,731-73.0% | $5,403-66.3% |