Filed March 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 6-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 | $94,992 | $54,762+73.5% | $90,281+5.2% | $72,985+30.2% |
| Participation rate | 85.7% | 65.1%+20.6pp | 73.3%+12.4pp | 69.5%+16.2pp |
| Annual return | 22.63% | 30.63%-8.0pp | 78.10%-55.5pp | 81.00%-58.4pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,251 | $2,887+116.5% | $3,885+60.9% | $3,607+73.3% |
| Admin fee / account holder | $13,218 | $3,972+232.8% | $5,351+147.0% | $5,124+157.9% |