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 | $117,137 | $133,958-12.6% | $112,228+4.4% | $134,475-12.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -15.59% | 47.11%-62.7pp | 27.45%-43.0pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,068 | $4,038-48.8% | $3,635-43.1% | $4,740-56.4% |
| Participant deferral / active EE | $2,945 | $5,291-44.3% | $4,728-37.7% | $6,400-54.0% |
| Admin fee / account holder | $5,946 | $7,489-20.6% | $6,410-7.2% | $11,426-48.0% |