Filed February 4, 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 | $136,649 | $72,177+89.3% | $115,037+18.8% | $59,632+129.2% |
| Participation rate | 76.9% | 72.6%+4.4pp | 81.4%-4.4pp | 68.7%+8.3pp |
| Annual return | -0.59% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,030 | $4,783+67.9% | $6,026+33.3% | $3,192+151.6% |
| Admin fee / account holder | $3,663 | $4,927-25.7% | $8,175-55.2% | $4,297-14.8% |