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 | $130,374 | $73,933+76.3% | $96,683+34.8% | $75,163+73.5% |
| Participation rate | 85.2% | 66.4%+18.8pp | 74.3%+10.9pp | 67.2%+18.1pp |
| Annual return | 17.27% | 26.70%-9.4pp | 35.69%-18.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,125 | $2,928-27.4% | $3,737-43.1% | $2,670-20.4% |
| Participant deferral / active EE | $6,820 | $3,659+86.4% | $4,878+39.8% | $4,125+65.3% |
| Admin fee / account holder | $11,386 | $5,216+118.3% | $6,730+69.2% | $5,651+101.5% |