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 | $36,470 | $32,037+13.8% | $69,182-47.3% | $62,891-42.0% |
| Participation rate | 78.9% | 43.4%+35.5pp | 55.1%+23.8pp | 69.3%+9.6pp |
| Annual return | 6.54% | 15.16%-8.6pp | -21.93%+28.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $781 | $679+15.0% | $1,206-35.3% | $2,281-65.8% |
| Participant deferral / active EE | $2,301 | $1,185+94.1% | $1,897+21.3% | $3,203-28.2% |
| Admin fee / account holder | $715 | $2,608-72.6% | $2,697-73.5% | $4,296-83.3% |