Filed November 12, 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 | $53,114 | $60,349-12.0% | $74,183-28.4% | $62,891-15.5% |
| Participation rate | 90.3% | 72.7%+17.6pp | 76.6%+13.7pp | 69.3%+21.0pp |
| Annual return | 7.12% | 21.37%-14.3pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,611 | $1,680-4.1% | $2,370-32.0% | $2,281-29.4% |
| Participant deferral / active EE | $2,005 | $2,856-29.8% | $3,550-43.5% | $3,203-37.4% |
| Admin fee / account holder | $4,280 | $4,261+0.4% | $5,586-23.4% | $4,296-0.4% |