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 9-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 | $57,265 | $69,518-17.6% | $59,878-4.4% | $135,375-57.7% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.7%+12.0pp | 82.6%+4.0pp |
| Annual return | -7.07% | 7.94%-15.0pp | 3.46%-10.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,642 | $3,235-18.3% | $2,722-2.9% | $4,779-44.7% |
| Participant deferral / active EE | $6,793 | $4,206+61.5% | $3,402+99.7% | $5,609+21.1% |
| Admin fee / account holder | $6,478 | $5,734+13.0% | $3,590+80.4% | $10,827-40.2% |