Filed November 12, 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 | $99,350 | $60,349+64.6% | $74,183+33.9% | $62,891+58.0% |
| Participation rate | 89.9% | 72.7%+17.2pp | 76.6%+13.3pp | 69.3%+20.6pp |
| Annual return | 10.14% | 21.37%-11.2pp | 17.74%-7.6pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,148 | $1,680-31.7% | $2,370-51.6% | $2,281-49.7% |
| Participant deferral / active EE | $5,571 | $2,856+95.1% | $3,550+57.0% | $3,203+73.9% |
| Admin fee / account holder | $5,592 | $4,261+31.2% | $5,586+0.1% | $4,296+30.2% |