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 | $178,597 | $48,265+270.0% | $68,791+159.6% | $68,494+160.7% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -16.88% | -12.71%-4.2pp | -6.38%-10.5pp | -7.84%-9.0pp |
| Employer contribution / active EE | $5,529 | $1,829+202.4% | $2,655+108.2% | $2,596+113.0% |
| Participant deferral / active EE | $7,897 | $2,867+175.5% | $3,941+100.4% | $4,027+96.1% |
| Admin fee / account holder | $31,912 | $4,355+632.7% | $4,932+547.1% | $5,403+490.7% |