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 | $44,694 | $104,486-57.2% | $76,817-41.8% | $152,861-70.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 21.28% | 1013.37%-992.1pp | 1166.11%-1144.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,060 | $3,116-33.9% | $2,302-10.5% | $4,762-56.7% |
| Participant deferral / active EE | $849 | $4,236-80.0% | $3,336-74.6% | $5,850-85.5% |
| Admin fee / account holder | $979 | $12,275-92.0% | $6,420-84.7% | $11,596-91.6% |