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 | $111,106 | $138,065-19.5% | $123,544-10.1% | $135,375-17.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.15% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,254 | $5,151-75.7% | $4,628-72.9% | $4,779-73.8% |
| Participant deferral / active EE | $9,661 | $6,799+42.1% | $6,426+50.4% | $5,609+72.3% |
| Admin fee / account holder | $417 | $10,916-96.2% | $9,284-95.5% | $10,827-96.2% |