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 | $67,878 | $47,977+41.5% | $154,107-56.0% | $56,287+20.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 9.58% | 3.54%+6.0pp | 735.12%-725.5pp | -9.96%+19.5pp |
| Employer contribution / active EE | $2,546 | $2,169+17.4% | $5,298-51.9% | $2,111+20.6% |
| Participant deferral / active EE | $2,074 | $2,392-13.3% | $5,081-59.2% | $3,350-38.1% |
| Admin fee / account holder | $4,046 | $438+823.3% | $13,411-69.8% | $521+676.7% |