Filed October 19, 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 | $86,919 | $91,037-4.5% | $71,671+21.3% | $147,584-41.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 10.95% | 20.48%-9.5pp | 20.65%-9.7pp | 578.55%-567.6pp |
| Employer contribution / active EE | $2,632 | $3,327-20.9% | $2,460+7.0% | $4,876-46.0% |
| Participant deferral / active EE | $7,007 | $4,498+55.8% | $3,438+103.8% | $5,439+28.8% |
| Admin fee / account holder | $27,499 | $8,613+219.3% | $5,558+394.7% | $10,885+152.6% |