Filed September 10, 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 | $82,410 | $82,664-0.3% | $125,339-34.3% | $68,494+20.3% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -10.39% | -5.97%-4.4pp | 572.05%-582.4pp | -7.84%-2.5pp |
| Employer contribution / active EE | $9,447 | $3,381+179.4% | $4,814+96.3% | $2,596+263.9% |
| Participant deferral / active EE | $5,098 | $6,110-16.6% | $7,446-31.5% | $4,027+26.6% |
| Admin fee / account holder | $69,525 | $6,275+1007.9% | $10,010+594.6% | $5,403+1186.9% |