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 | $110,267 | $56,199+96.2% | $67,652+63.0% | $59,632+84.9% |
| Participation rate | 90.3% | 71.5%+18.9pp | 75.7%+14.7pp | 68.7%+21.7pp |
| Annual return | -0.85% | 18505.31%-18506.2pp | 6625.04%-6625.9pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $2,276 | $1,614+41.0% | $2,266+0.5% | $2,203+3.3% |
| Participant deferral / active EE | $3,061 | $2,844+7.6% | $3,560-14.0% | $3,192-4.1% |
| Admin fee / account holder | $6,249 | $3,958+57.9% | $4,821+29.6% | $4,297+45.4% |