Filed January 12, 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 | $36,013 | $45,073-20.1% | $69,455-48.1% | $72,985-50.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 13.91% | 22.65%-8.7pp | 28.97%-15.1pp | 81.00%-67.1pp |
| Employer contribution / active EE | $3,098 | $2,054+50.8% | $2,779+11.5% | $2,440+27.0% |
| Participant deferral / active EE | $3,257 | $2,602+25.2% | $3,535-7.9% | $3,607-9.7% |
| Admin fee / account holder | $4,379 | $3,056+43.3% | $3,839+14.1% | $5,124-14.5% |