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 | $145,964 | $167,307-12.8% | $143,757+1.5% | $134,475+8.5% |
| Participation rate | 73.9% | 84.8%-10.9pp | 80.3%-6.4pp | 81.2%-7.3pp |
| Annual return | -7.59% | 0.46%-8.0pp | -0.04%-7.5pp | 417.96%-425.6pp |
| Employer contribution / active EE | $5,590 | $5,619-0.5% | $4,951+12.9% | $4,740+17.9% |
| Participant deferral / active EE | $13,662 | $6,446+111.9% | $5,637+142.4% | $6,400+113.5% |
| Admin fee / account holder | $2,533 | $18,088-86.0% | $14,673-82.7% | $11,426-77.8% |