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 | $53,833 | $165,984-67.6% | $164,813-67.3% | $145,922-63.1% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.6%-5.3pp | 80.3%-6.9pp |
| Annual return | 16.05% | 100.03%-84.0pp | 69.93%-53.9pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,650 | $5,273-49.7% | $4,341-38.9% | $4,660-43.1% |
| Participant deferral / active EE | $3,719 | $6,959-46.6% | $6,031-38.3% | $6,688-44.4% |
| Admin fee / account holder | $321 | $16,648-98.1% | $12,690-97.5% | $13,397-97.6% |