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 | $71,352 | $92,703-23.0% | $82,719-13.7% | $134,475-46.9% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -16.44% | 944.92%-961.4pp | 701.18%-717.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,324 | $3,274+1.5% | $3,009+10.5% | $4,740-29.9% |
| Participant deferral / active EE | $3,823 | $4,802-20.4% | $4,395-13.0% | $6,400-40.3% |
| Admin fee / account holder | $6,646 | $5,983+11.1% | $5,329+24.7% | $11,426-41.8% |