Filed October 19, 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 | $175,167 | $77,813+125.1% | $123,544+41.8% | $64,186+172.9% |
| Participation rate | 90.3% | 74.7%+15.6pp | 82.3%+8.0pp | 69.6%+20.8pp |
| Annual return | -6.88% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,785 | $3,014-7.6% | $4,628-39.8% | $2,381+17.0% |
| Participant deferral / active EE | $7,610 | $5,240+45.2% | $6,426+18.4% | $3,470+119.3% |
| Admin fee / account holder | $20,738 | $5,519+275.8% | $9,284+123.4% | $4,888+324.3% |