Filed October 19, 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 | $112,269 | $110,094+2.0% | $151,611-25.9% | $68,494+63.9% |
| Participation rate | 76.6% | 84.0%-7.4pp | 87.5%-10.9pp | 67.9%+8.7pp |
| Annual return | -14.03% | -10.12%-3.9pp | 3.33%-17.4pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,936 | $4,471-56.7% | $6,166-68.6% | $2,596-25.4% |
| Participant deferral / active EE | $3,887 | $6,527-40.5% | $8,363-53.5% | $4,027-3.5% |
| Admin fee / account holder | $25,328 | $7,719+228.1% | $11,616+118.0% | $5,403+368.8% |