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 | $137,331 | $167,484-18.0% | $151,611-9.4% | $134,475+2.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.54% | 7.80%-19.3pp | 3.33%-14.9pp | 417.96%-429.5pp |
| Employer contribution / active EE | $8,254 | $6,829+20.9% | $6,166+33.9% | $4,740+74.1% |
| Participant deferral / active EE | $4,506 | $8,986-49.9% | $8,363-46.1% | $6,400-29.6% |
| Admin fee / account holder | $2,772 | $13,783-79.9% | $11,616-76.1% | $11,426-75.7% |