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 | $32,742 | $73,004-55.2% | $90,749-63.9% | $68,494-52.2% |
| Participation rate | 97.8% | 70.8%+26.9pp | 75.7%+22.1pp | 67.9%+29.9pp |
| Annual return | -15.41% | -13.81%-1.6pp | -12.16%-3.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,275 | $2,193-41.9% | $2,921-56.4% | $2,596-50.9% |
| Participant deferral / active EE | $2,908 | $3,627-19.8% | $4,564-36.3% | $4,027-27.8% |
| Admin fee / account holder | $3,699 | $5,896-37.3% | $8,445-56.2% | $5,403-31.5% |