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 | $100,818 | $171,865-41.3% | $149,718-32.7% | $147,584-31.7% |
| Participation rate | 78.6% | 88.2%-9.6pp | 87.1%-8.5pp | 82.8%-4.3pp |
| Annual return | 11.87% | 2113.22%-2101.3pp | 1501.63%-1489.8pp | 578.55%-566.7pp |
| Employer contribution / active EE | $2,012 | $6,275-67.9% | $5,445-63.0% | $4,876-58.7% |
| Participant deferral / active EE | $2,965 | $7,271-59.2% | $6,569-54.9% | $5,439-45.5% |
| Admin fee / account holder | $5,806 | $13,799-57.9% | $11,283-48.5% | $10,885-46.7% |