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 | $52,954 | $202,318-73.8% | $172,739-69.3% | $152,861-65.4% |
| Participation rate | 95.5% | 87.1%+8.4pp | 82.6%+12.8pp | 82.4%+13.0pp |
| Annual return | 20.17% | 1029.65%-1009.5pp | 802.84%-782.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,803 | $5,856-69.2% | $5,143-64.9% | $4,762-62.1% |
| Participant deferral / active EE | $4,357 | $5,948-26.7% | $5,198-16.2% | $5,850-25.5% |
| Admin fee / account holder | $4,987 | $17,109-70.9% | $13,954-64.3% | $11,596-57.0% |