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 | $91,146 | $51,197+78.0% | $82,719+10.2% | $66,914+36.2% |
| Participation rate | 80.2% | 67.8%+12.4pp | 72.6%+7.6pp | 69.8%+10.4pp |
| Annual return | -17.79% | -9.64%-8.2pp | 701.18%-719.0pp | 1.58%-19.4pp |
| Employer contribution / active EE | $2,070 | $2,611-20.7% | $3,009-31.2% | $2,544-18.6% |
| Participant deferral / active EE | $4,277 | $3,458+23.7% | $4,395-2.7% | $4,237+0.9% |
| Admin fee / account holder | $3,012 | $416+624.8% | $5,329-43.5% | $593+407.6% |