Filed October 22, 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 | $104,830 | $43,327+142.0% | $59,878+75.1% | $64,186+63.3% |
| Participation rate | 73.8% | 69.2%+4.6pp | 74.7%-0.9pp | 69.6%+4.2pp |
| Annual return | -3.71% | -1.55%-2.2pp | 3.46%-7.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $3,075 | $2,028+51.6% | $2,722+13.0% | $2,381+29.2% |
| Participant deferral / active EE | $3,844 | $2,546+51.0% | $3,402+13.0% | $3,470+10.8% |
| Admin fee / account holder | $9,966 | $3,005+231.6% | $3,590+177.6% | $4,888+103.9% |