Filed October 27, 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 | $46,730 | $47,977-2.6% | $154,107-69.7% | $56,287-17.0% |
| Participation rate | 88.1% | 66.2%+21.9pp | 83.0%+5.1pp | 69.9%+18.3pp |
| Annual return | -4.75% | 3.54%-8.3pp | 735.12%-739.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $4,618 | $2,169+112.9% | $5,298-12.8% | $2,111+118.7% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $490 | $438+11.8% | $13,411-96.3% | $521-6.0% |