Filed October 19, 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 | $107,455 | $81,900+31.2% | $119,609-10.2% | $68,494+56.9% |
| Participation rate | 84.4% | 71.9%+12.6pp | 79.3%+5.2pp | 67.9%+16.6pp |
| Annual return | -9.85% | -23.82%+14.0pp | -14.97%+5.1pp | -7.84%-2.0pp |
| Employer contribution / active EE | $1,691 | $2,693-37.2% | $4,232-60.0% | $2,596-34.9% |
| Participant deferral / active EE | $3,510 | $4,148-15.4% | $5,602-37.4% | $4,027-12.9% |
| Admin fee / account holder | $17,975 | $6,582+173.1% | $10,323+74.1% | $5,403+232.7% |