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 | $143,666 | $110,094+30.5% | $151,611-5.2% | $68,494+109.7% |
| Participation rate | 89.3% | 84.0%+5.4pp | 87.5%+1.8pp | 67.9%+21.4pp |
| Annual return | -12.35% | -10.12%-2.2pp | 3.33%-15.7pp | -7.84%-4.5pp |
| Employer contribution / active EE | $3,090 | $4,471-30.9% | $6,166-49.9% | $2,596+19.0% |
| Participant deferral / active EE | $6,271 | $6,527-3.9% | $8,363-25.0% | $4,027+55.7% |
| Admin fee / account holder | $10,953 | $7,719+41.9% | $11,616-5.7% | $5,403+102.7% |