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 | $151,838 | $59,805+153.9% | $79,550+90.9% | $68,494+121.7% |
| Participation rate | 97.1% | 61.1%+36.0pp | 69.5%+27.6pp | 67.9%+29.2pp |
| Annual return | -13.87% | -12.30%-1.6pp | 0.16%-14.0pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,294 | $1,505-14.0% | $2,413-46.4% | $2,596-50.1% |
| Participant deferral / active EE | $6,500 | $3,024+114.9% | $3,985+63.1% | $4,027+61.4% |
| Admin fee / account holder | $5,722 | $4,835+18.4% | $6,832-16.2% | $5,403+5.9% |