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 | $38,287 | $42,894-10.7% | $60,874-37.1% | $68,494-44.1% |
| Participation rate | 94.1% | 66.8%+27.3pp | 73.1%+21.0pp | 67.9%+26.2pp |
| Annual return | -12.50% | -13.98%+1.5pp | 16.90%-29.4pp | -7.84%-4.7pp |
| Employer contribution / active EE | $3,411 | $1,978+72.4% | $2,701+26.3% | $2,596+31.4% |
| Participant deferral / active EE | $4,557 | $2,867+59.0% | $3,817+19.4% | $4,027+13.2% |
| Admin fee / account holder | $1,242 | $3,101-59.9% | $3,224-61.5% | $5,403-77.0% |