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 | $75,990 | $125,758-39.6% | $169,993-55.3% | $75,163+1.1% |
| Participation rate | 95.9% | 83.6%+12.4pp | 87.0%+8.9pp | 67.2%+28.8pp |
| Annual return | 18.62% | 27.20%-8.6pp | 53.37%-34.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $4,304 | $4,615-6.7% | $6,785-36.6% | $2,670+61.2% |
| Participant deferral / active EE | $4,200 | $6,837-38.6% | $10,408-59.6% | $4,125+1.8% |
| Admin fee / account holder | $5,255 | $8,173-35.7% | $12,815-59.0% | $5,651-7.0% |