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 | $106,569 | $95,416+11.7% | $185,823-42.7% | $85,850+24.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 23.87% | 23.59%+0.3pp | 122.05%-98.2pp | 318.53%-294.7pp |
| Employer contribution / active EE | $4,141 | $3,314+25.0% | $5,167-19.9% | $2,565+61.4% |
| Participant deferral / active EE | $2,732 | $3,423-20.2% | $5,568-50.9% | $3,952-30.9% |
| Admin fee / account holder | $3,801 | $7,213-47.3% | $16,237-76.6% | $6,260-39.3% |