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 | $94,032 | $110,094-14.6% | $151,611-38.0% | $68,494+37.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -9.88% | -10.12%+0.2pp | 3.33%-13.2pp | -7.84%-2.0pp |
| Employer contribution / active EE | $6,696 | $4,471+49.8% | $6,166+8.6% | $2,596+157.9% |
| Participant deferral / active EE | $4,053 | $6,527-37.9% | $8,363-51.5% | $4,027+0.6% |
| Admin fee / account holder | $35,333 | $7,719+357.8% | $11,616+204.2% | $5,403+554.0% |