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 | $90,020 | $110,094-18.2% | $151,611-40.6% | $68,494+31.4% |
| Participation rate | 97.9% | 84.0%+14.0pp | 87.5%+10.4pp | 67.9%+30.0pp |
| Annual return | -5.10% | -10.12%+5.0pp | 3.33%-8.4pp | -7.84%+2.7pp |
| Employer contribution / active EE | $1,397 | $4,471-68.8% | $6,166-77.3% | $2,596-46.2% |
| Participant deferral / active EE | $6,458 | $6,527-1.1% | $8,363-22.8% | $4,027+60.4% |
| Admin fee / account holder | $22,209 | $7,719+187.7% | $11,616+91.2% | $5,403+311.1% |