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 | $126,641 | $83,477+51.7% | $125,175+1.2% | $72,985+73.5% |
| Participation rate | 95.9% | 73.3%+22.6pp | 79.8%+16.1pp | 69.5%+26.4pp |
| Annual return | 22.86% | 25.78%-2.9pp | 43.79%-20.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $832 | $2,345-64.5% | $3,865-78.5% | $2,440-65.9% |
| Participant deferral / active EE | $5,883 | $3,585+64.1% | $4,937+19.2% | $3,607+63.1% |
| Admin fee / account holder | $12,112 | $5,517+119.5% | $9,702+24.8% | $5,124+136.4% |