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 | $81,299 | $152,509-46.7% | $117,472-30.8% | $134,475-39.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.57% | 52.99%-70.6pp | 29.74%-47.3pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,542 | $5,571-36.4% | $4,176-15.2% | $4,740-25.3% |
| Participant deferral / active EE | $4,773 | $4,818-0.9% | $4,070+17.3% | $6,400-25.4% |
| Admin fee / account holder | $16,007 | $7,004+128.5% | $5,645+183.6% | $11,426+40.1% |