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 | $135,289 | $110,094+22.9% | $151,611-10.8% | $68,494+97.5% |
| Participation rate | 95.9% | 84.0%+11.9pp | 87.5%+8.4pp | 67.9%+28.0pp |
| Annual return | -15.93% | -10.12%-5.8pp | 3.33%-19.3pp | -7.84%-8.1pp |
| Employer contribution / active EE | $5,961 | $4,471+33.3% | $6,166-3.3% | $2,596+129.6% |
| Participant deferral / active EE | $4,473 | $6,527-31.5% | $8,363-46.5% | $4,027+11.1% |
| Admin fee / account holder | $4,502 | $7,719-41.7% | $11,616-61.2% | $5,403-16.7% |