Filed August 27, 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 | $208,364 | $171,164+21.7% | $127,761+63.1% | $152,861+36.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 15.81% | 23.54%-7.7pp | 26.14%-10.3pp | 345.32%-329.5pp |
| Employer contribution / active EE | $10,830 | $5,447+98.8% | $4,574+136.8% | $4,762+127.4% |
| Participant deferral / active EE | $8,569 | $7,038+21.7% | $6,021+42.3% | $5,850+46.5% |
| Admin fee / account holder | $659 | $14,530-95.5% | $9,395-93.0% | $11,596-94.3% |