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 | $116,934 | $72,404+61.5% | $110,238+6.1% | $64,186+82.2% |
| Participation rate | 97.7% | 73.3%+24.4pp | 79.8%+17.9pp | 69.6%+28.2pp |
| Annual return | -5.39% | -6.29%+0.9pp | 314.74%-320.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $856 | $2,282-62.5% | $3,826-77.6% | $2,381-64.1% |
| Participant deferral / active EE | $5,346 | $3,469+54.1% | $4,672+14.4% | $3,470+54.1% |
| Admin fee / account holder | $15,581 | $5,664+175.1% | $8,547+82.3% | $4,888+218.8% |