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 | $158,313 | $183,963-13.9% | $162,163-2.4% | $152,861+3.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.05% | 150.76%-131.7pp | 115.59%-96.5pp | 345.32%-326.3pp |
| Employer contribution / active EE | $15,254 | $6,371+139.4% | $5,614+171.7% | $4,762+220.3% |
| Participant deferral / active EE | $5,842 | $8,034-27.3% | $7,298-19.9% | $5,850-0.1% |
| Admin fee / account holder | $846 | $13,121-93.6% | $10,843-92.2% | $11,596-92.7% |