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 | $130,887 | $81,900+59.8% | $119,609+9.4% | $68,494+91.1% |
| Participation rate | 75.9% | 71.9%+4.0pp | 79.3%-3.4pp | 67.9%+8.0pp |
| Annual return | -15.11% | -23.82%+8.7pp | -14.97%-0.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $4,953 | $2,693+83.9% | $4,232+17.0% | $2,596+90.8% |
| Participant deferral / active EE | $3,648 | $4,148-12.0% | $5,602-34.9% | $4,027-9.4% |
| Admin fee / account holder | $77,105 | $6,582+1071.5% | $10,323+646.9% | $5,403+1327.2% |