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 | $99,093 | $72,404+36.9% | $110,238-10.1% | $64,186+54.4% |
| Participation rate | 84.3% | 73.3%+10.9pp | 79.8%+4.5pp | 69.6%+14.7pp |
| Annual return | -5.01% | -6.29%+1.3pp | 314.74%-319.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,695 | $2,282-25.7% | $3,826-55.7% | $2,381-28.8% |
| Participant deferral / active EE | $7,519 | $3,469+116.7% | $4,672+60.9% | $3,470+116.7% |
| Admin fee / account holder | $1,524 | $5,664-73.1% | $8,547-82.2% | $4,888-68.8% |