Filed December 17, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,342 | $87,841-21.1% | $133,980-48.2% | $62,891+10.3% |
| Participation rate | 78.1% | 83.4%-5.3pp | 87.1%-8.9pp | 69.3%+8.8pp |
| Annual return | 7.37% | 12.05%-4.7pp | 29.30%-21.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $960 | $3,483-72.4% | $5,211-81.6% | $2,281-57.9% |
| Participant deferral / active EE | $3,523 | $4,812-26.8% | $6,282-43.9% | $3,203+10.0% |
| Admin fee / account holder | $1,248 | $5,371-76.8% | $9,324-86.6% | $4,296-71.0% |