Filed October 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 | $47,247 | $82,286-42.6% | $68,791-31.3% | $134,475-64.9% |
| Participation rate | 70.0% | 75.1%-5.1pp | 69.0%+1.0pp | 81.2%-11.2pp |
| Annual return | -18.27% | -2.19%-16.1pp | -6.38%-11.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,825 | $3,301+15.9% | $2,655+44.0% | $4,740-19.3% |
| Participant deferral / active EE | $6,366 | $4,739+34.4% | $3,941+61.5% | $6,400-0.5% |
| Admin fee / account holder | $14,680 | $6,481+126.5% | $4,932+197.7% | $11,426+28.5% |