Filed October 19, 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 | $120,514 | $67,606+78.3% | $82,313+46.4% | $70,131+71.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.85% | 21.57%-6.7pp | 25.88%-11.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $2,146 | $1,755+22.3% | $2,428-11.6% | $2,342-8.4% |
| Participant deferral / active EE | $8,407 | $2,987+181.5% | $3,706+126.8% | $3,332+152.3% |
| Admin fee / account holder | $5,068 | $4,512+12.3% | $5,608-9.6% | $4,645+9.1% |