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 | $107,163 | $54,726+95.8% | $68,793+55.8% | $64,186+67.0% |
| Participation rate | 82.9% | 68.0%+14.8pp | 72.2%+10.6pp | 69.6%+13.3pp |
| Annual return | -4.47% | -1.62%-2.9pp | -4.63%+0.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,705 | $1,846-7.6% | $2,625-35.1% | $2,381-28.4% |
| Participant deferral / active EE | $4,254 | $2,626+62.0% | $3,311+28.5% | $3,470+22.6% |
| Admin fee / account holder | $9,198 | $4,027+128.4% | $5,131+79.3% | $4,888+88.2% |