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 | $84,626 | $110,094-23.1% | $151,611-44.2% | $68,494+23.6% |
| Participation rate | 84.0% | 84.0%0pp | 87.5%-3.5pp | 67.9%+16.1pp |
| Annual return | -12.90% | -10.12%-2.8pp | 3.33%-16.2pp | -7.84%-5.1pp |
| Employer contribution / active EE | $2,634 | $4,471-41.1% | $6,166-57.3% | $2,596+1.5% |
| Participant deferral / active EE | $3,393 | $6,527-48.0% | $8,363-59.4% | $4,027-15.7% |
| Admin fee / account holder | $13,469 | $7,719+74.5% | $11,616+16.0% | $5,403+149.3% |