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 | $74,218 | $76,000-2.3% | $154,107-51.8% | $64,186+15.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.68% | 30.32%-32.0pp | 735.12%-736.8pp | 7.63%-9.3pp |
| Employer contribution / active EE | $939 | $3,351-72.0% | $5,298-82.3% | $2,381-60.6% |
| Participant deferral / active EE | $914 | $3,175-71.2% | $5,081-82.0% | $3,470-73.7% |
| Admin fee / account holder | $12,272 | $5,596+119.3% | $13,411-8.5% | $4,888+151.1% |