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 6-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 | $149,761 | $190,805-21.5% | $159,960-6.4% | $134,475+11.4% |
| Participation rate | 94.1% | 81.9%+12.2pp | 78.0%+16.2pp | 81.2%+12.9pp |
| Annual return | -13.13% | 552.23%-565.4pp | 408.60%-421.7pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,303 | $4,995-53.9% | $4,226-45.5% | $4,740-51.4% |
| Participant deferral / active EE | $6,444 | $6,923-6.9% | $6,182+4.2% | $6,400+0.7% |
| Admin fee / account holder | $17,346 | $10,471+65.7% | $8,698+99.4% | $11,426+51.8% |