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 | $75,348 | $92,222-18.3% | $76,768-1.9% | $135,375-44.3% |
| Participation rate | 92.3% | 79.8%+12.5pp | 77.0%+15.3pp | 82.6%+9.7pp |
| Annual return | -4.41% | 5.46%-9.9pp | 2.43%-6.8pp | 519.73%-524.1pp |
| Employer contribution / active EE | $849 | $3,216-73.6% | $2,485-65.8% | $4,779-82.2% |
| Participant deferral / active EE | $3,808 | $4,509-15.5% | $3,852-1.1% | $5,609-32.1% |
| Admin fee / account holder | $38,289 | $10,748+256.2% | $6,675+473.6% | $10,827+253.6% |