Filed August 23, 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 | $96,340 | $94,529+1.9% | $140,016-31.2% | $64,186+50.1% |
| Participation rate | 95.5% | 84.1%+11.4pp | 87.5%+8.0pp | 69.6%+25.9pp |
| Annual return | -6.77% | 7.77%-14.5pp | 651.12%-657.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,715 | $3,812-2.6% | $5,606-33.7% | $2,381+56.0% |
| Participant deferral / active EE | $4,905 | $5,250-6.6% | $6,927-29.2% | $3,470+41.4% |
| Admin fee / account holder | $4,637 | $6,741-31.2% | $10,705-56.7% | $4,888-5.1% |