Filed April 1, 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 | $168,434 | $98,982+70.2% | $162,163+3.9% | $65,185+158.4% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 21.82% | 24.84%-3.0pp | 115.59%-93.8pp | 29.38%-7.6pp |
| Employer contribution / active EE | $6,813 | $3,467+96.5% | $5,614+21.4% | $2,177+213.0% |
| Participant deferral / active EE | $4,131 | $5,384-23.3% | $7,298-43.4% | $3,514+17.6% |
| Admin fee / account holder | $763 | $596+27.9% | $10,843-93.0% | $847-10.0% |