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 | $102,568 | $102,317+0.2% | $146,958-30.2% | $80,856+26.9% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.2%+15.0pp | 67.6%+29.5pp |
| Annual return | 18.85% | 134.76%-115.9pp | 418.34%-399.5pp | 35.59%-16.7pp |
| Employer contribution / active EE | $11,031 | $3,713+197.1% | $4,933+123.6% | $2,755+300.4% |
| Participant deferral / active EE | $5,566 | $6,644-16.2% | $8,070-31.0% | $4,296+29.6% |
| Admin fee / account holder | $11,551 | $7,941+45.5% | $12,998-11.1% | $6,918+67.0% |