Filed May 5, 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 | $53,646 | $133,922-59.9% | $116,228-53.8% | $142,382-62.3% |
| Participation rate | 73.7% | 77.9%-4.2pp | 74.6%-0.9pp | 80.1%-6.4pp |
| Annual return | 13.20% | 147.76%-134.6pp | 90.06%-76.9pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,216 | $3,446-64.7% | $2,994-59.4% | $4,299-71.7% |
| Participant deferral / active EE | $1,682 | $5,672-70.3% | $4,953-66.0% | $6,507-74.2% |
| Admin fee / account holder | $2,846 | $14,945-81.0% | $11,989-76.3% | $12,624-77.5% |