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 | $92,844 | $95,862-3.1% | $79,550+16.7% | $134,475-31.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.33% | -2.69%-12.6pp | 0.16%-15.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,138 | $3,128+0.3% | $2,413+30.0% | $4,740-33.8% |
| Participant deferral / active EE | $9,224 | $4,693+96.6% | $3,985+131.5% | $6,400+44.1% |
| Admin fee / account holder | $59,196 | $9,126+548.6% | $6,832+766.4% | $11,426+418.1% |