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 | $100,079 | $49,177+103.5% | $79,464+25.9% | $64,186+55.9% |
| Participation rate | 80.8% | 65.0%+15.7pp | 73.3%+7.4pp | 69.6%+11.2pp |
| Annual return | 1.10% | -1.16%+2.3pp | 718.14%-717.0pp | 7.63%-6.5pp |
| Employer contribution / active EE | $2,341 | $2,076+12.7% | $2,800-16.4% | $2,381-1.7% |
| Participant deferral / active EE | $5,585 | $2,821+97.9% | $3,704+50.8% | $3,470+61.0% |
| Admin fee / account holder | $20,649 | $3,839+437.9% | $5,113+303.9% | $4,888+322.4% |