Filed November 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 6-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 | $100,859 | $88,707+13.7% | $74,183+36.0% | $273,961-63.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.01% | 11.94%-7.9pp | 17.74%-13.7pp | 41.45%-37.4pp |
| Employer contribution / active EE | $762 | $3,159-75.9% | $2,370-67.9% | $4,869-84.4% |
| Participant deferral / active EE | $2,729 | $4,212-35.2% | $3,550-23.1% | $5,287-48.4% |
| Admin fee / account holder | $26,194 | $8,717+200.5% | $5,586+368.9% | $10,132+158.5% |