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 | $151,021 | $77,976+93.7% | $81,367+85.6% | $125,391+20.4% |
| Participation rate | 90.9% | 83.3%+7.7pp | 82.3%+8.6pp | 83.2%+7.7pp |
| Annual return | -2.07% | -2.85%+0.8pp | -0.92%-1.2pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,520 | $4,366-65.2% | $3,930-61.3% | $4,866-68.8% |
| Participant deferral / active EE | $1,987 | $5,646-64.8% | $5,383-63.1% | $5,352-62.9% |
| Admin fee / account holder | $536 | $12,476-95.7% | $8,926-94.0% | $9,540-94.4% |