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 | $90,270 | $94,529-4.5% | $140,016-35.5% | $64,186+40.6% |
| Participation rate | 96.2% | 84.1%+12.1pp | 87.5%+8.7pp | 69.6%+26.6pp |
| Annual return | -6.77% | 7.77%-14.5pp | 651.12%-657.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $4,613 | $3,812+21.0% | $5,606-17.7% | $2,381+93.7% |
| Participant deferral / active EE | $2,868 | $5,250-45.4% | $6,927-58.6% | $3,470-17.3% |
| Admin fee / account holder | $4,506 | $6,741-33.2% | $10,705-57.9% | $4,888-7.8% |