Filed May 17, 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 | $110,067 | $109,359+0.6% | $162,163-32.1% | $72,985+50.8% |
| Participation rate | 93.0% | 84.3%+8.7pp | 87.6%+5.4pp | 69.5%+23.5pp |
| Annual return | 22.00% | 25.46%-3.5pp | 115.59%-93.6pp | 81.00%-59.0pp |
| Employer contribution / active EE | $3,527 | $3,907-9.7% | $5,614-37.2% | $2,440+44.6% |
| Participant deferral / active EE | $2,980 | $5,481-45.6% | $7,298-59.2% | $3,607-17.4% |
| Admin fee / account holder | $21,954 | $7,972+175.4% | $10,843+102.5% | $5,124+328.4% |