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 | $48,086 | $64,707-25.7% | $112,228-57.2% | $68,494-29.8% |
| Participation rate | 93.3% | 67.2%+26.1pp | 75.1%+18.2pp | 67.9%+25.4pp |
| Annual return | -16.18% | -11.40%-4.8pp | 27.45%-43.6pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,292 | $2,746-16.5% | $3,635-36.9% | $2,596-11.7% |
| Participant deferral / active EE | $7,458 | $3,565+109.2% | $4,728+57.7% | $4,027+85.2% |
| Admin fee / account holder | $1,365 | $5,232-73.9% | $6,410-78.7% | $5,403-74.7% |