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 | $204,801 | $175,600+16.6% | $129,110+58.6% | $134,475+52.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -11.98% | -11.39%-0.6pp | -10.94%-1.0pp | 417.96%-429.9pp |
| Employer contribution / active EE | $12,685 | $6,355+99.6% | $5,052+151.1% | $4,740+167.6% |
| Participant deferral / active EE | $9,148 | $7,975+14.7% | $6,542+39.8% | $6,400+42.9% |
| Admin fee / account holder | $1,621 | $23,567-93.1% | $14,302-88.7% | $11,426-85.8% |