Filed October 26, 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 | $80,256 | $82,630-2.9% | $64,105+25.2% | $125,391-36.0% |
| Participation rate | 81.0% | 75.9%+5.1pp | 68.2%+12.8pp | 83.2%-2.2pp |
| Annual return | -3.35% | 1489.72%-1493.1pp | 791.24%-794.6pp | 282.22%-285.6pp |
| Employer contribution / active EE | $1,847 | $2,671-30.8% | $1,820+1.5% | $4,866-62.0% |
| Participant deferral / active EE | $3,113 | $3,608-13.7% | $2,822+10.3% | $5,352-41.8% |
| Admin fee / account holder | $14,393 | $6,382+125.5% | $4,499+219.9% | $9,540+50.9% |