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 | $199,067 | $72,404+174.9% | $110,238+80.6% | $64,186+210.1% |
| Participation rate | 74.7% | 73.3%+1.3pp | 79.8%-5.2pp | 69.6%+5.1pp |
| Annual return | -6.32% | -6.29%0pp | 314.74%-321.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $4,883 | $2,282+114.0% | $3,826+27.6% | $2,381+105.1% |
| Participant deferral / active EE | $3,463 | $3,469-0.2% | $4,672-25.9% | $3,470-0.2% |
| Admin fee / account holder | $4,659 | $5,664-17.8% | $8,547-45.5% | $4,888-4.7% |