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 | $105,594 | $92,222+14.5% | $76,768+37.5% | $135,375-22.0% |
| Participation rate | 93.3% | 79.8%+13.6pp | 77.0%+16.4pp | 82.6%+10.7pp |
| Annual return | -3.28% | 5.46%-8.7pp | 2.43%-5.7pp | 519.73%-523.0pp |
| Employer contribution / active EE | $2,836 | $3,216-11.8% | $2,485+14.1% | $4,779-40.7% |
| Participant deferral / active EE | $5,977 | $4,509+32.6% | $3,852+55.2% | $5,609+6.6% |
| Admin fee / account holder | $68,052 | $10,748+533.2% | $6,675+919.5% | $10,827+528.5% |