Filed November 16, 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 7-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 | $138,352 | $86,944+59.1% | $107,525+28.7% | $74,304+86.2% |
| Participation rate | 94.4% | 59.6%+34.9pp | 75.1%+19.4pp | 60.3%+34.1pp |
| Annual return | 18.39% | 23.52%-5.1pp | 181.32%-162.9pp | 29.43%-11.0pp |
| Employer contribution / active EE | $3,001 | $2,757+8.8% | $3,754-20.1% | $2,241+33.9% |
| Participant deferral / active EE | $9,833 | $3,554+176.7% | $5,116+92.2% | $3,767+161.0% |
| Admin fee / account holder | $3,342 | $3,727-10.3% | $8,919-62.5% | $2,969+12.6% |