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 | $125,443 | $99,020+26.7% | $86,590+44.9% | $147,584-15.0% |
| Participation rate | 87.0% | 76.3%+10.6pp | 73.5%+13.4pp | 82.8%+4.1pp |
| Annual return | 12.79% | 1312.34%-1299.5pp | 964.84%-952.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $5,568 | $3,132+77.8% | $2,839+96.1% | $4,876+14.2% |
| Participant deferral / active EE | $5,506 | $3,972+38.6% | $3,609+52.6% | $5,439+1.2% |
| Admin fee / account holder | $37,025 | $5,710+548.4% | $4,906+654.7% | $10,885+240.1% |