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 | $228,733 | $110,094+107.8% | $151,611+50.9% | $68,494+233.9% |
| Participation rate | 96.7% | 84.0%+12.7pp | 87.5%+9.2pp | 67.9%+28.8pp |
| Annual return | -17.98% | -10.12%-7.9pp | 3.33%-21.3pp | -7.84%-10.1pp |
| Employer contribution / active EE | $7,937 | $4,471+77.5% | $6,166+28.7% | $2,596+205.7% |
| Participant deferral / active EE | $4,827 | $6,527-26.1% | $8,363-42.3% | $4,027+19.9% |
| Admin fee / account holder | $1,204 | $7,719-84.4% | $11,616-89.6% | $5,403-77.7% |