Filed January 5, 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 | $59,238 | $72,277-18.0% | $101,248-41.5% | $79,858-25.8% |
| Participation rate | 90.8% | 68.5%+22.3pp | 75.8%+15.0pp | 69.6%+21.2pp |
| Annual return | 19.39% | 22.30%-2.9pp | 46.47%-27.1pp | 31.71%-12.3pp |
| Employer contribution / active EE | $2,152 | $2,692-20.0% | $3,660-41.2% | $2,471-12.9% |
| Participant deferral / active EE | $6,317 | $3,282+92.5% | $4,370+44.6% | $3,740+68.9% |
| Admin fee / account holder | $1,779 | $4,400-59.6% | $5,945-70.1% | $5,306-66.5% |