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 | $193,163 | $138,065+39.9% | $123,544+56.4% | $135,375+42.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.15% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,036 | $5,151-60.5% | $4,628-56.0% | $4,779-57.4% |
| Participant deferral / active EE | $7,098 | $6,799+4.4% | $6,426+10.5% | $5,609+26.5% |
| Admin fee / account holder | $4,153 | $10,916-62.0% | $9,284-55.3% | $10,827-61.6% |