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 | $177,508 | $92,222+92.5% | $76,768+131.2% | $135,375+31.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.16% | 5.46%-8.6pp | 2.43%-5.6pp | 519.73%-522.9pp |
| Employer contribution / active EE | $2,727 | $3,216-15.2% | $2,485+9.7% | $4,779-42.9% |
| Participant deferral / active EE | $5,683 | $4,509+26.0% | $3,852+47.5% | $5,609+1.3% |
| Admin fee / account holder | $109,601 | $10,748+919.7% | $6,675+1542.0% | $10,827+912.3% |