Filed October 28, 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 | $63,414 | $45,035+40.8% | $62,995+0.7% | $70,131-9.6% |
| Participation rate | 88.6% | 69.5%+19.0pp | 74.8%+13.8pp | 69.5%+19.0pp |
| Annual return | 14.04% | 18.76%-4.7pp | 87.57%-73.5pp | 73.14%-59.1pp |
| Employer contribution / active EE | $4,323 | $2,051+110.7% | $2,759+56.7% | $2,342+84.6% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,140 | $2,834+46.1% | $3,600+15.0% | $4,645-10.9% |