Filed November 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 | $68,118 | $73,004-6.7% | $90,749-24.9% | $68,494-0.5% |
| Participation rate | 88.4% | 70.8%+17.5pp | 75.7%+12.7pp | 67.9%+20.5pp |
| Annual return | -15.50% | -13.81%-1.7pp | -12.16%-3.3pp | -7.84%-7.7pp |
| Employer contribution / active EE | $729 | $2,193-66.8% | $2,921-75.1% | $2,596-71.9% |
| Participant deferral / active EE | $3,075 | $3,627-15.2% | $4,564-32.6% | $4,027-23.6% |
| Admin fee / account holder | $10,344 | $5,896+75.4% | $8,445+22.5% | $5,403+91.4% |