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 | $208,252 | $56,357+269.5% | $104,294+99.7% | $68,494+204.0% |
| Participation rate | 96.7% | 63.3%+33.4pp | 73.3%+23.4pp | 67.9%+28.8pp |
| Annual return | -13.60% | -9.19%-4.4pp | 24.61%-38.2pp | -7.84%-5.8pp |
| Employer contribution / active EE | $8,496 | $1,960+333.4% | $3,372+152.0% | $2,596+227.2% |
| Participant deferral / active EE | $12,567 | $3,077+308.4% | $4,625+171.7% | $4,027+212.1% |
| Admin fee / account holder | $13,581 | $4,903+177.0% | $7,339+85.0% | $5,403+151.4% |