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 | $139,911 | $45,152+209.9% | $73,843+89.5% | $59,632+134.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.93% | 27.40%-28.3pp | 2267.84%-2268.8pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $8,120 | $1,902+327.0% | $2,787+191.3% | $2,203+268.7% |
| Participant deferral / active EE | $6,214 | $2,574+141.4% | $3,583+73.4% | $3,192+94.7% |
| Admin fee / account holder | $9,907 | $3,516+181.7% | $4,880+103.0% | $4,297+130.5% |