Filed October 18, 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 | $86,050 | $148,978-42.2% | $200,582-57.1% | $84,808+1.5% |
| Participation rate | 94.1% | 84.2%+9.9pp | 86.9%+7.2pp | 68.3%+25.8pp |
| Annual return | 47.91% | 28.16%+19.7pp | 42.33%+5.6pp | 40.90%+7.0pp |
| Employer contribution / active EE | $9,728 | $4,815+102.0% | $6,419+51.5% | $2,631+269.7% |
| Participant deferral / active EE | $6,174 | $7,142-13.6% | $9,331-33.8% | $4,212+46.6% |
| Admin fee / account holder | $9,971 | $13,977-28.7% | $16,305-38.8% | $7,344+35.8% |