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 | $97,549 | $94,529+3.2% | $140,016-30.3% | $64,186+52.0% |
| Participation rate | 89.9% | 84.1%+5.8pp | 87.5%+2.4pp | 69.6%+20.3pp |
| Annual return | -6.30% | 7.77%-14.1pp | 651.12%-657.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $5,757 | $3,812+51.0% | $5,606+2.7% | $2,381+141.8% |
| Participant deferral / active EE | $4,442 | $5,250-15.4% | $6,927-35.9% | $3,470+28.0% |
| Admin fee / account holder | $12,810 | $6,741+90.0% | $10,705+19.7% | $4,888+162.1% |