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 | $82,180 | $54,350+51.2% | $82,719-0.7% | $68,494+20.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.70% | -13.67%-1.0pp | 701.18%-715.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $11,022 | $2,218+396.9% | $3,009+266.3% | $2,596+324.5% |
| Participant deferral / active EE | $9,148 | $3,246+181.8% | $4,395+108.1% | $4,027+127.2% |
| Admin fee / account holder | $11,634 | $4,395+164.7% | $5,329+118.3% | $5,403+115.3% |