Filed March 31, 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 | $175,144 | $65,703+166.6% | $94,224+85.9% | $59,632+193.7% |
| Participation rate | 98.2% | 72.1%+26.1pp | 78.8%+19.4pp | 68.7%+29.5pp |
| Annual return | -1.80% | 5.22%-7.0pp | 10.68%-12.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $5,633 | $2,021+178.8% | $3,587+57.1% | $2,203+155.8% |
| Participant deferral / active EE | $3,632 | $3,143+15.6% | $4,320-15.9% | $3,192+13.8% |
| Admin fee / account holder | $18,778 | $4,264+340.3% | $6,269+199.5% | $4,297+337.0% |