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 | $73,393 | $137,414-46.6% | $189,513-61.3% | $85,850-14.5% |
| Participation rate | 95.3% | 84.6%+10.7pp | 87.8%+7.5pp | 69.3%+26.0pp |
| Annual return | 14.28% | 38.14%-23.9pp | 555.15%-540.9pp | 318.53%-304.3pp |
| Employer contribution / active EE | $3,795 | $4,344-12.7% | $6,162-38.4% | $2,565+47.9% |
| Participant deferral / active EE | $3,031 | $6,260-51.6% | $8,221-63.1% | $3,952-23.3% |
| Admin fee / account holder | $5,437 | $8,630-37.0% | $12,045-54.9% | $6,260-13.1% |