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 | $78,662 | $94,529-16.8% | $140,016-43.8% | $64,186+22.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 87.5%-7.5pp | 69.6%+10.4pp |
| Annual return | -3.03% | 7.77%-10.8pp | 651.12%-654.1pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,735 | $3,812-54.5% | $5,606-69.0% | $2,381-27.1% |
| Participant deferral / active EE | $2,899 | $5,250-44.8% | $6,927-58.2% | $3,470-16.4% |
| Admin fee / account holder | $4,446 | $6,741-34.0% | $10,705-58.5% | $4,888-9.0% |