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 | $130,638 | $73,933+76.7% | $96,683+35.1% | $75,163+73.8% |
| Participation rate | 96.3% | 66.4%+29.8pp | 74.3%+21.9pp | 67.2%+29.1pp |
| Annual return | 16.55% | 26.70%-10.2pp | 35.69%-19.1pp | 160.62%-144.1pp |
| Employer contribution / active EE | $5,357 | $2,928+83.0% | $3,737+43.4% | $2,670+100.7% |
| Participant deferral / active EE | $10,465 | $3,659+186.0% | $4,878+114.5% | $4,125+153.7% |
| Admin fee / account holder | $7,498 | $5,216+43.7% | $6,730+11.4% | $5,651+32.7% |