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 | $152,345 | $49,177+209.8% | $79,464+91.7% | $64,186+137.4% |
| Participation rate | 97.1% | 65.0%+32.1pp | 73.3%+23.8pp | 69.6%+27.6pp |
| Annual return | -4.91% | -1.16%-3.8pp | 718.14%-723.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $8,203 | $2,076+295.1% | $2,800+192.9% | $2,381+244.5% |
| Participant deferral / active EE | $6,598 | $2,821+133.9% | $3,704+78.1% | $3,470+90.2% |
| Admin fee / account holder | $5,703 | $3,839+48.6% | $5,113+11.5% | $4,888+16.7% |