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 | $171,850 | $87,013+97.5% | $106,213+61.8% | $80,856+112.5% |
| Participation rate | 73.7% | 70.4%+3.2pp | 75.3%-1.6pp | 67.6%+6.0pp |
| Annual return | 12.56% | 17.05%-4.5pp | 116.14%-103.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,137 | $2,395-10.8% | $3,171-32.6% | $2,755-22.4% |
| Participant deferral / active EE | $4,181 | $3,986+4.9% | $5,016-16.6% | $4,296-2.7% |
| Admin fee / account holder | $11,085 | $8,431+31.5% | $11,033+0.5% | $6,918+60.2% |