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 | $98,088 | $147,167-33.3% | $111,392-11.9% | $135,375-27.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -7.80% | -4.44%-3.4pp | -2.06%-5.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $6,254 | $5,204+20.2% | $4,328+44.5% | $4,779+30.9% |
| Participant deferral / active EE | $10,713 | $6,565+63.2% | $5,567+92.4% | $5,609+91.0% |
| Admin fee / account holder | $6,208 | $20,270-69.4% | $12,266-49.4% | $10,827-42.7% |