Filed August 16, 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 | $47,363 | $45,863+3.3% | $77,024-38.5% | $68,494-30.9% |
| Participation rate | 89.6% | 55.9%+33.7pp | 67.9%+21.7pp | 67.9%+21.7pp |
| Annual return | -16.93% | 1.72%-18.6pp | 42.32%-59.2pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,255 | $1,650+36.7% | $2,812-19.8% | $2,596-13.1% |
| Participant deferral / active EE | $6,913 | $2,962+133.4% | $4,426+56.2% | $4,027+71.7% |
| Admin fee / account holder | $14,697 | $3,041+383.4% | $5,425+170.9% | $5,403+172.0% |