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 | $56,800 | $58,523-2.9% | $99,443-42.9% | $72,985-22.2% |
| Participation rate | 94.3% | 64.6%+29.7pp | 73.8%+20.5pp | 69.5%+24.8pp |
| Annual return | 19.46% | 28.51%-9.1pp | 30.72%-11.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $5,922 | $1,512+291.7% | $2,540+133.2% | $2,440+142.7% |
| Participant deferral / active EE | $1,369 | $2,606-47.5% | $3,619-62.2% | $3,607-62.0% |
| Admin fee / account holder | $1,842 | $4,102-55.1% | $6,250-70.5% | $5,124-64.1% |