Filed November 23, 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 8-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 | $44,149 | $72,404-39.0% | $110,238-60.0% | $64,186-31.2% |
| Participation rate | 90.2% | 73.3%+16.9pp | 79.8%+10.4pp | 69.6%+20.7pp |
| Annual return | -7.64% | -6.29%-1.3pp | 314.74%-322.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,866 | $2,282-18.2% | $3,826-51.2% | $2,381-21.6% |
| Participant deferral / active EE | $2,920 | $3,469-15.8% | $4,672-37.5% | $3,470-15.8% |
| Admin fee / account holder | $700 | $5,664-87.6% | $8,547-91.8% | $4,888-85.7% |