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 | $238,053 | $91,552+160.0% | $133,956+77.7% | $79,858+198.1% |
| Participation rate | 77.8% | 73.3%+4.4pp | 79.8%-2.1pp | 69.6%+8.1pp |
| Annual return | 10.88% | 61.85%-51.0pp | 45.09%-34.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $5,897 | $2,384+147.4% | $3,919+50.5% | $2,471+138.7% |
| Participant deferral / active EE | $4,173 | $3,733+11.8% | $5,048-17.3% | $3,740+11.6% |
| Admin fee / account holder | $5,636 | $6,321-10.8% | $8,927-36.9% | $5,306+6.2% |