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 | $64,541 | $81,900-21.2% | $119,609-46.0% | $68,494-5.8% |
| Participation rate | 88.5% | 71.9%+16.6pp | 79.3%+9.2pp | 67.9%+20.6pp |
| Annual return | -14.85% | -23.82%+9.0pp | -14.97%+0.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,735 | $2,693+38.7% | $4,232-11.8% | $2,596+43.8% |
| Participant deferral / active EE | $7,520 | $4,148+81.3% | $5,602+34.2% | $4,027+86.7% |
| Admin fee / account holder | $5,780 | $6,582-12.2% | $10,323-44.0% | $5,403+7.0% |