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 | $131,176 | $101,724+29.0% | $164,813-20.4% | $80,856+62.2% |
| Participation rate | 74.7% | 71.8%+2.9pp | 78.6%-3.9pp | 67.6%+7.1pp |
| Annual return | 13.45% | 16.72%-3.3pp | 69.93%-56.5pp | 35.59%-22.1pp |
| Employer contribution / active EE | $5,641 | $2,953+91.0% | $4,341+30.0% | $2,755+104.8% |
| Participant deferral / active EE | $3,990 | $4,477-10.9% | $6,031-33.8% | $4,296-7.1% |
| Admin fee / account holder | $10,615 | $8,227+29.0% | $12,690-16.3% | $6,918+53.4% |