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 | $51,752 | $59,805-13.5% | $79,550-34.9% | $68,494-24.4% |
| Participation rate | 75.4% | 61.1%+14.4pp | 69.5%+6.0pp | 67.9%+7.6pp |
| Annual return | -9.10% | -12.30%+3.2pp | 0.16%-9.3pp | -7.84%-1.3pp |
| Employer contribution / active EE | $5,596 | $1,505+271.8% | $2,413+131.9% | $2,596+115.5% |
| Participant deferral / active EE | $3,544 | $3,024+17.2% | $3,985-11.1% | $4,027-12.0% |
| Admin fee / account holder | $3,680 | $4,835-23.9% | $6,832-46.1% | $5,403-31.9% |