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 | $32,747 | $32,117+2.0% | $71,086-53.9% | $64,186-49.0% |
| Participation rate | 92.3% | 42.7%+49.6pp | 54.7%+37.7pp | 69.6%+22.7pp |
| Annual return | -6.36% | -5.57%-0.8pp | 650.59%-657.0pp | 7.63%-14.0pp |
| Employer contribution / active EE | $828 | $712+16.3% | $1,088-23.9% | $2,381-65.2% |
| Participant deferral / active EE | $2,983 | $1,263+136.2% | $1,874+59.2% | $3,470-14.0% |
| Admin fee / account holder | $1,114 | $2,759-59.6% | $3,082-63.9% | $4,888-77.2% |