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 | $58,076 | $78,705-26.2% | $117,854-50.7% | $70,131-17.2% |
| Participation rate | 80.0% | 73.2%+6.8pp | 79.7%+0.3pp | 69.5%+10.5pp |
| Annual return | 17.77% | 23.30%-5.5pp | 335.08%-317.3pp | 73.14%-55.4pp |
| Employer contribution / active EE | $779 | $2,223-65.0% | $3,786-79.4% | $2,342-66.7% |
| Participant deferral / active EE | $2,527 | $3,297-23.3% | $4,482-43.6% | $3,332-24.1% |
| Admin fee / account holder | $330 | $5,065-93.5% | $8,020-95.9% | $4,645-92.9% |