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 | $26,332 | $97,757-73.1% | $83,848-68.6% | $135,375-80.5% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -6.68% | 1287.37%-1294.1pp | 850.88%-857.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $786 | $4,222-81.4% | $3,631-78.3% | $4,779-83.5% |
| Participant deferral / active EE | $1,210 | $4,682-74.2% | $4,082-70.4% | $5,609-78.4% |
| Admin fee / account holder | $11,366 | $6,674+70.3% | $5,478+107.5% | $10,827+5.0% |