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 | $142,705 | $77,813+83.4% | $123,544+15.5% | $64,186+122.3% |
| Participation rate | 84.6% | 74.7%+9.9pp | 82.3%+2.3pp | 69.6%+15.0pp |
| Annual return | -3.51% | 12.48%-16.0pp | 119.20%-122.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,265 | $3,014-58.0% | $4,628-72.7% | $2,381-46.9% |
| Participant deferral / active EE | $6,325 | $5,240+20.7% | $6,426-1.6% | $3,470+82.3% |
| Admin fee / account holder | $24,543 | $5,519+344.7% | $9,284+164.4% | $4,888+402.1% |