Filed December 8, 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 7-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 | $18,251 | $152,509-88.0% | $117,472-84.5% | $134,475-86.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.47% | 52.99%-71.5pp | 29.74%-48.2pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,631 | $5,571-52.8% | $4,176-37.0% | $4,740-44.5% |
| Participant deferral / active EE | $5,893 | $4,818+22.3% | $4,070+44.8% | $6,400-7.9% |
| Admin fee / account holder | $1,124 | $7,004-84.0% | $5,645-80.1% | $11,426-90.2% |