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 | $158,637 | $95,416+66.3% | $185,823-14.6% | $85,850+84.8% |
| Participation rate | 75.0% | 68.8%+6.2pp | 81.7%-6.7pp | 69.3%+5.7pp |
| Annual return | 17.46% | 23.59%-6.1pp | 122.05%-104.6pp | 318.53%-301.1pp |
| Employer contribution / active EE | $7,440 | $3,314+124.5% | $5,167+44.0% | $2,565+190.1% |
| Participant deferral / active EE | $5,706 | $3,423+66.7% | $5,568+2.5% | $3,952+44.4% |
| Admin fee / account holder | $74,121 | $7,213+927.6% | $16,237+356.5% | $6,260+1084.1% |