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 | $180,814 | $54,350+232.7% | $82,719+118.6% | $68,494+164.0% |
| Participation rate | 94.4% | 63.9%+30.5pp | 72.6%+21.9pp | 67.9%+26.6pp |
| Annual return | -13.26% | -13.67%+0.4pp | 701.18%-714.4pp | -7.84%-5.4pp |
| Employer contribution / active EE | $9,553 | $2,218+330.7% | $3,009+217.5% | $2,596+268.0% |
| Participant deferral / active EE | $8,859 | $3,246+172.9% | $4,395+101.6% | $4,027+120.0% |
| Admin fee / account holder | $16,765 | $4,395+281.4% | $5,329+214.6% | $5,403+210.3% |