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 | $144,189 | $94,529+52.5% | $140,016+3.0% | $64,186+124.6% |
| Participation rate | 92.7% | 84.1%+8.6pp | 87.5%+5.2pp | 69.6%+23.1pp |
| Annual return | -4.72% | 7.77%-12.5pp | 651.12%-655.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $5,331 | $3,812+39.8% | $5,606-4.9% | $2,381+123.9% |
| Participant deferral / active EE | $4,115 | $5,250-21.6% | $6,927-40.6% | $3,470+18.6% |
| Admin fee / account holder | $9,885 | $6,741+46.6% | $10,705-7.7% | $4,888+102.2% |