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 | $35,247 | $91,911-61.7% | $68,793-48.8% | $135,375-74.0% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -4.88% | -8.22%+3.3pp | -4.63%-0.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,060 | $3,924-47.5% | $2,625-21.5% | $4,779-56.9% |
| Participant deferral / active EE | $915 | $4,315-78.8% | $3,311-72.4% | $5,609-83.7% |
| Admin fee / account holder | $5,423 | $9,240-41.3% | $5,131+5.7% | $10,827-49.9% |