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 | $46,768 | $46,674+0.2% | $117,472-60.2% | $68,494-31.7% |
| Participation rate | 97.8% | 56.8%+41.1pp | 70.6%+27.2pp | 67.9%+29.9pp |
| Annual return | -15.39% | -14.52%-0.9pp | 29.74%-45.1pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,778 | $1,505+18.2% | $4,176-57.4% | $2,596-31.5% |
| Participant deferral / active EE | $2,465 | $2,636-6.5% | $4,070-39.4% | $4,027-38.8% |
| Admin fee / account holder | $4,362 | $4,020+8.5% | $5,645-22.7% | $5,403-19.3% |