Filed May 14, 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 | $57,500 | $54,350+5.8% | $82,719-30.5% | $68,494-16.1% |
| Participation rate | 74.1% | 63.9%+10.2pp | 72.6%+1.5pp | 67.9%+6.2pp |
| Annual return | -16.14% | -13.67%-2.5pp | 701.18%-717.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,843 | $3,246+80.0% | $4,395+33.0% | $4,027+45.1% |
| Admin fee / account holder | $9,492 | $4,395+116.0% | $5,329+78.1% | $5,403+75.7% |