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 | $42,243 | $49,227-14.2% | $70,449-40.0% | $79,858-47.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 21.31% | 30.06%-8.8pp | 109.03%-87.7pp | 31.71%-10.4pp |
| Employer contribution / active EE | $3,414 | $2,099+62.7% | $2,737+24.8% | $2,471+38.2% |
| Participant deferral / active EE | $5,046 | $2,768+82.3% | $3,709+36.1% | $3,740+34.9% |
| Admin fee / account holder | $7,349 | $2,878+155.4% | $3,845+91.1% | $5,306+38.5% |