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 | $137,399 | $76,552+79.5% | $123,892+10.9% | $62,891+118.5% |
| Participation rate | 85.7% | 73.0%+12.7pp | 81.4%+4.3pp | 69.3%+16.4pp |
| Annual return | 6.80% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,162 | $2,883-59.7% | $4,617-74.8% | $2,281-49.0% |
| Participant deferral / active EE | $5,811 | $4,840+20.1% | $5,984-2.9% | $3,203+81.4% |
| Admin fee / account holder | $6,080 | $4,826+26.0% | $8,357-27.2% | $4,296+41.5% |