Filed November 2, 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 | $78,832 | $160,055-50.7% | $140,016-43.7% | $135,375-41.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -4.63% | 911.38%-916.0pp | 651.12%-655.7pp | 519.73%-524.4pp |
| Employer contribution / active EE | $3,550 | $6,420-44.7% | $5,606-36.7% | $4,779-25.7% |
| Participant deferral / active EE | $8,273 | $7,642+8.3% | $6,927+19.4% | $5,609+47.5% |
| Admin fee / account holder | $29,099 | $13,328+118.3% | $10,705+171.8% | $10,827+168.8% |