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 | $40,215 | $92,703-56.6% | $82,719-51.4% | $134,475-70.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 25.41% | 944.92%-919.5pp | 701.18%-675.8pp | 417.96%-392.6pp |
| Employer contribution / active EE | $7,313 | $3,274+123.4% | $3,009+143.0% | $4,740+54.3% |
| Participant deferral / active EE | $8,748 | $4,802+82.2% | $4,395+99.0% | $6,400+36.7% |
| Admin fee / account holder | $2,758 | $5,983-53.9% | $5,329-48.2% | $11,426-75.9% |