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 | $40,043 | $92,222-56.6% | $76,768-47.8% | $135,375-70.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.87% | 5.46%-12.3pp | 2.43%-9.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,816 | $3,216+18.7% | $2,485+53.5% | $4,779-20.2% |
| Participant deferral / active EE | $9,238 | $4,509+104.9% | $3,852+139.9% | $5,609+64.7% |
| Admin fee / account holder | $1,940 | $10,748-82.0% | $6,675-70.9% | $10,827-82.1% |