Filed August 27, 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 | $180,866 | $147,167+22.9% | $111,392+62.4% | $135,375+33.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -4.31% | -4.44%+0.1pp | -2.06%-2.2pp | 519.73%-524.0pp |
| Employer contribution / active EE | $9,814 | $5,204+88.6% | $4,328+126.8% | $4,779+105.4% |
| Participant deferral / active EE | $7,565 | $6,565+15.2% | $5,567+35.9% | $5,609+34.9% |
| Admin fee / account holder | $967 | $20,270-95.2% | $12,266-92.1% | $10,827-91.1% |