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 | $60,992 | $133,958-54.5% | $112,228-45.7% | $134,475-54.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.69% | 47.11%-66.8pp | 27.45%-47.1pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,061 | $4,038-24.2% | $3,635-15.8% | $4,740-35.4% |
| Participant deferral / active EE | $9,984 | $5,291+88.7% | $4,728+111.2% | $6,400+56.0% |
| Admin fee / account holder | $3,906 | $7,489-47.8% | $6,410-39.1% | $11,426-65.8% |