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 | $101,332 | $94,529+7.2% | $140,016-27.6% | $64,186+57.9% |
| Participation rate | 90.6% | 84.1%+6.5pp | 87.5%+3.1pp | 69.6%+21.0pp |
| Annual return | -1.67% | 7.77%-9.4pp | 651.12%-652.8pp | 7.63%-9.3pp |
| Employer contribution / active EE | $1,130 | $3,812-70.4% | $5,606-79.9% | $2,381-52.6% |
| Participant deferral / active EE | $5,022 | $5,250-4.3% | $6,927-27.5% | $3,470+44.7% |
| Admin fee / account holder | $1,165 | $6,741-82.7% | $10,705-89.1% | $4,888-76.2% |