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 | $50,093 | $183,963-72.8% | $162,163-69.1% | $152,861-67.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 21.91% | 150.76%-128.9pp | 115.59%-93.7pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,972 | $6,371-69.1% | $5,614-64.9% | $4,762-58.6% |
| Participant deferral / active EE | $6,683 | $8,034-16.8% | $7,298-8.4% | $5,850+14.2% |
| Admin fee / account holder | $657 | $13,121-95.0% | $10,843-93.9% | $11,596-94.3% |