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 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 | $129,647 | $98,750+31.3% | $149,696-13.4% | $79,858+62.3% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 18.19% | 27.43%-9.2pp | 276.60%-258.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,482 | $3,216-53.9% | $4,644-68.1% | $2,471-40.0% |
| Participant deferral / active EE | $6,595 | $5,680+16.1% | $6,842-3.6% | $3,740+76.3% |
| Admin fee / account holder | $20,441 | $6,053+237.7% | $9,309+119.6% | $5,306+285.2% |