Filed November 20, 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 | $142,123 | $53,162+167.3% | $91,220+55.8% | $68,494+107.5% |
| Participation rate | 96.6% | 63.2%+33.3pp | 73.2%+23.4pp | 67.9%+28.7pp |
| Annual return | -14.13% | -3.14%-11.0pp | 114.01%-128.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $3,356 | $1,709+96.3% | $2,850+17.7% | $2,596+29.3% |
| Participant deferral / active EE | $5,902 | $2,974+98.5% | $4,234+39.4% | $4,027+46.5% |
| Admin fee / account holder | $24,626 | $4,493+448.0% | $5,420+354.4% | $5,403+355.8% |