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 | $55,871 | $94,529-40.9% | $140,016-60.1% | $64,186-13.0% |
| Participation rate | 96.1% | 84.1%+12.0pp | 87.5%+8.6pp | 69.6%+26.5pp |
| Annual return | -5.25% | 7.77%-13.0pp | 651.12%-656.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,172 | $3,812-69.3% | $5,606-79.1% | $2,381-50.8% |
| Participant deferral / active EE | $4,011 | $5,250-23.6% | $6,927-42.1% | $3,470+15.6% |
| Admin fee / account holder | $9,477 | $6,741+40.6% | $10,705-11.5% | $4,888+93.9% |