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 | $122,054 | $81,900+49.0% | $119,609+2.0% | $68,494+78.2% |
| Participation rate | 97.3% | 71.9%+25.4pp | 79.3%+18.0pp | 67.9%+29.4pp |
| Annual return | -17.31% | -23.82%+6.5pp | -14.97%-2.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $917 | $2,693-65.9% | $4,232-78.3% | $2,596-64.7% |
| Participant deferral / active EE | $6,091 | $4,148+46.9% | $5,602+8.7% | $4,027+51.2% |
| Admin fee / account holder | $369 | $6,582-94.4% | $10,323-96.4% | $5,403-93.2% |