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 | $129,007 | $92,703+39.2% | $82,719+56.0% | $134,475-4.1% |
| Participation rate | 94.7% | 75.2%+19.5pp | 72.6%+22.2pp | 81.2%+13.5pp |
| Annual return | -15.88% | 944.92%-960.8pp | 701.18%-717.1pp | 417.96%-433.8pp |
| Employer contribution / active EE | $5,479 | $3,274+67.4% | $3,009+82.1% | $4,740+15.6% |
| Participant deferral / active EE | $6,212 | $4,802+29.4% | $4,395+41.3% | $6,400-2.9% |
| Admin fee / account holder | $2,768 | $5,983-53.7% | $5,329-48.1% | $11,426-75.8% |