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 | $214,632 | $90,590+136.9% | $90,782+136.4% | $135,375+58.5% |
| Participation rate | 90.0% | 83.7%+6.3pp | 82.7%+7.3pp | 82.6%+7.4pp |
| Annual return | -6.68% | -3.40%-3.3pp | -3.42%-3.3pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,077 | $4,352-52.3% | $4,105-49.4% | $4,779-56.5% |
| Participant deferral / active EE | $4,457 | $5,407-17.6% | $5,366-16.9% | $5,609-20.5% |
| Admin fee / account holder | $2,859 | $7,683-62.8% | $5,908-51.6% | $10,827-73.6% |