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 | $87,518 | $190,805-54.1% | $159,960-45.3% | $134,475-34.9% |
| Participation rate | 76.2% | 81.9%-5.7pp | 78.0%-1.8pp | 81.2%-5.0pp |
| Annual return | -16.27% | 552.23%-568.5pp | 408.60%-424.9pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,078 | $4,995-58.4% | $4,226-50.8% | $4,740-56.2% |
| Participant deferral / active EE | $4,791 | $6,923-30.8% | $6,182-22.5% | $6,400-25.1% |
| Admin fee / account holder | $3,589 | $10,471-65.7% | $8,698-58.7% | $11,426-68.6% |