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 | $75,711 | $76,000-0.4% | $154,107-50.9% | $64,186+18.0% |
| Participation rate | 84.1% | 70.4%+13.7pp | 83.0%+1.1pp | 69.6%+14.5pp |
| Annual return | -2.91% | 30.32%-33.2pp | 735.12%-738.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,862 | $3,175+84.6% | $5,081+15.4% | $3,470+69.0% |
| Admin fee / account holder | $53,182 | $5,596+850.3% | $13,411+296.6% | $4,888+988.0% |