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 | $137,291 | $60,124+128.3% | $90,404+51.9% | $79,858+71.9% |
| Participation rate | 96.2% | 65.0%+31.2pp | 72.7%+23.5pp | 69.6%+26.5pp |
| Annual return | 17.70% | 71.94%-54.2pp | 1293.02%-1275.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $3,533 | $2,068+70.8% | $3,262+8.3% | $2,471+43.0% |
| Participant deferral / active EE | $6,262 | $2,938+113.1% | $3,963+58.0% | $3,740+67.4% |
| Admin fee / account holder | $1,868 | $3,976-53.0% | $5,611-66.7% | $5,306-64.8% |