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 | $73,012 | $90,600-19.4% | $79,464-8.1% | $135,375-46.1% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -4.85% | 977.43%-982.3pp | 718.14%-723.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $4,613 | $3,068+50.4% | $2,800+64.7% | $4,779-3.5% |
| Participant deferral / active EE | $4,293 | $4,050+6.0% | $3,704+15.9% | $5,609-23.5% |
| Admin fee / account holder | $16,177 | $5,907+173.9% | $5,113+216.4% | $10,827+49.4% |