Filed September 23, 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 | $128,954 | $78,672+63.9% | $109,143+18.2% | $85,850+50.2% |
| Participation rate | 81.6% | 68.3%+13.3pp | 75.9%+5.7pp | 69.3%+12.3pp |
| Annual return | 15.59% | 25.09%-9.5pp | 25.75%-10.2pp | 318.53%-302.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,863 | $3,467+126.8% | $4,653+69.0% | $3,952+99.0% |
| Admin fee / account holder | $17,243 | $5,469+215.3% | $6,752+155.4% | $6,260+175.5% |