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 | $224,454 | $110,094+103.9% | $151,611+48.0% | $68,494+227.7% |
| Participation rate | 90.2% | 84.0%+6.3pp | 87.5%+2.7pp | 67.9%+22.4pp |
| Annual return | -16.88% | -10.12%-6.8pp | 3.33%-20.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $4,292 | $4,471-4.0% | $6,166-30.4% | $2,596+65.3% |
| Participant deferral / active EE | $7,134 | $6,527+9.3% | $8,363-14.7% | $4,027+77.1% |
| Admin fee / account holder | $17,921 | $7,719+132.2% | $11,616+54.3% | $5,403+231.7% |