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 | $138,555 | $73,004+89.8% | $90,749+52.7% | $68,494+102.3% |
| Participation rate | 81.0% | 70.8%+10.1pp | 75.7%+5.3pp | 67.9%+13.1pp |
| Annual return | -17.05% | -13.81%-3.2pp | -12.16%-4.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,349 | $2,193+7.1% | $2,921-19.6% | $2,596-9.5% |
| Participant deferral / active EE | $4,515 | $3,627+24.5% | $4,564-1.1% | $4,027+12.1% |
| Admin fee / account holder | $663 | $5,896-88.8% | $8,445-92.2% | $5,403-87.7% |