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 | $123,138 | $48,364+154.6% | $71,796+71.5% | $62,891+95.8% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 8.59% | 13.16%-4.6pp | 78.04%-69.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,928 | $1,042+181.0% | $1,924+52.1% | $2,281+28.4% |
| Participant deferral / active EE | $4,198 | $2,091+100.7% | $2,794+50.2% | $3,203+31.1% |
| Admin fee / account holder | $3,766 | $3,771-0.2% | $4,815-21.8% | $4,296-12.3% |