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 | $45,603 | $105,860-56.9% | $90,749-49.7% | $134,475-66.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.37% | -11.01%-3.4pp | -12.16%-2.2pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,731 | $3,462-50.0% | $2,921-40.7% | $4,740-63.5% |
| Participant deferral / active EE | $2,188 | $5,216-58.0% | $4,564-52.1% | $6,400-65.8% |
| Admin fee / account holder | $632 | $13,938-95.5% | $8,445-92.5% | $11,426-94.5% |