Filed October 28, 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 | $51,599 | $67,331-23.4% | $60,874-15.2% | $134,475-61.6% |
| Participation rate | 73.7% | 76.2%-2.5pp | 73.1%+0.6pp | 81.2%-7.5pp |
| Annual return | -14.79% | 49.93%-64.7pp | 16.90%-31.7pp | 417.96%-432.8pp |
| Employer contribution / active EE | $4,253 | $3,096+37.4% | $2,701+57.4% | $4,740-10.3% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $15,746 | $4,582+243.6% | $3,224+388.4% | $11,426+37.8% |