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 | $112,693 | $102,317+10.1% | $146,958-23.3% | $80,856+39.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.82% | 134.76%-113.9pp | 418.34%-397.5pp | 35.59%-14.8pp |
| Employer contribution / active EE | $5,044 | $3,713+35.9% | $4,933+2.3% | $2,755+83.1% |
| Participant deferral / active EE | $5,376 | $6,644-19.1% | $8,070-33.4% | $4,296+25.2% |
| Admin fee / account holder | $643 | $7,941-91.9% | $12,998-95.1% | $6,918-90.7% |