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 | $128,821 | $49,227+161.7% | $70,449+82.9% | $79,858+61.3% |
| Participation rate | 98.1% | 69.2%+28.9pp | 75.1%+23.1pp | 69.6%+28.5pp |
| Annual return | 14.73% | 30.06%-15.3pp | 109.03%-94.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $3,822 | $2,099+82.1% | $2,737+39.7% | $2,471+54.7% |
| Participant deferral / active EE | $4,228 | $2,768+52.8% | $3,709+14.0% | $3,740+13.0% |
| Admin fee / account holder | $8,669 | $2,878+201.2% | $3,845+125.4% | $5,306+63.4% |