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 | $119,962 | $91,538+31.1% | $129,995-7.7% | $75,163+59.6% |
| Participation rate | 78.9% | 71.4%+7.5pp | 78.5%+0.4pp | 67.2%+11.7pp |
| Annual return | 14.96% | -631.11%+646.1pp | -137.18%+152.1pp | 160.62%-145.7pp |
| Employer contribution / active EE | $5,413 | $2,845+90.3% | $4,320+25.3% | $2,670+102.8% |
| Participant deferral / active EE | $3,863 | $4,341-11.0% | $5,820-33.6% | $4,125-6.4% |
| Admin fee / account holder | $20,744 | $6,790+205.5% | $10,614+95.4% | $5,651+267.1% |