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 | $83,231 | $88,594-6.1% | $70,092+18.7% | $134,475-38.1% |
| Participation rate | 88.9% | 74.9%+14.0pp | 70.5%+18.4pp | 81.2%+7.7pp |
| Annual return | -16.43% | 442.67%-459.1pp | 190.73%-207.2pp | 417.96%-434.4pp |
| Employer contribution / active EE | $6,503 | $3,233+101.1% | $2,559+154.1% | $4,740+37.2% |
| Participant deferral / active EE | $4,217 | $4,772-11.6% | $3,849+9.6% | $6,400-34.1% |
| Admin fee / account holder | $8,169 | $10,441-21.8% | $6,267+30.3% | $11,426-28.5% |