Filed March 31, 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 | $127,612 | $100,041+27.6% | $149,718-14.8% | $70,131+82.0% |
| Participation rate | 97.8% | 83.6%+14.2pp | 87.1%+10.7pp | 69.5%+28.2pp |
| Annual return | 17.82% | 27.43%-9.6pp | 1501.63%-1483.8pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,776 | $3,662-24.2% | $5,445-49.0% | $2,342+18.5% |
| Participant deferral / active EE | $5,769 | $4,983+15.8% | $6,569-12.2% | $3,332+73.1% |
| Admin fee / account holder | $18,408 | $8,286+122.1% | $11,283+63.1% | $4,645+296.3% |