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 | $131,408 | $40,256+226.4% | $57,343+129.2% | $59,632+120.4% |
| Participation rate | 86.7% | 69.2%+17.5pp | 75.1%+11.6pp | 68.7%+18.0pp |
| Annual return | 0.10% | 27.49%-27.4pp | 24.39%-24.3pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $2,076 | $1,922+8.0% | $2,689-22.8% | $2,203-5.7% |
| Participant deferral / active EE | $7,841 | $2,399+226.8% | $3,162+147.9% | $3,192+145.7% |
| Admin fee / account holder | $1,290 | $2,818-54.2% | $3,356-61.6% | $4,297-70.0% |