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 | $85,029 | $138,347-38.5% | $184,203-53.8% | $80,856+5.2% |
| Participation rate | 96.8% | 83.9%+13.0pp | 86.8%+10.0pp | 67.6%+29.2pp |
| Annual return | 14.08% | 20.02%-5.9pp | 28.81%-14.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $4,370 | $4,850-9.9% | $6,427-32.0% | $2,755+58.6% |
| Participant deferral / active EE | $4,764 | $7,071-32.6% | $9,131-47.8% | $4,296+10.9% |
| Admin fee / account holder | $9,552 | $10,483-8.9% | $13,901-31.3% | $6,918+38.1% |