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 | $216,279 | $78,705+174.8% | $117,854+83.5% | $70,131+208.4% |
| Participation rate | 71.4% | 73.2%-1.8pp | 79.7%-8.2pp | 69.5%+1.9pp |
| Annual return | 12.80% | 23.30%-10.5pp | 335.08%-322.3pp | 73.14%-60.3pp |
| Employer contribution / active EE | $5,003 | $2,223+125.0% | $3,786+32.2% | $2,342+113.6% |
| Participant deferral / active EE | $3,270 | $3,297-0.8% | $4,482-27.0% | $3,332-1.8% |
| Admin fee / account holder | $3,374 | $5,065-33.4% | $8,020-57.9% | $4,645-27.4% |