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 | $102,834 | $148,978-31.0% | $200,582-48.7% | $84,808+21.3% |
| Participation rate | 96.1% | 84.2%+11.8pp | 86.9%+9.2pp | 68.3%+27.7pp |
| Annual return | 15.92% | 28.16%-12.2pp | 42.33%-26.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $4,409 | $4,815-8.4% | $6,419-31.3% | $2,631+67.6% |
| Participant deferral / active EE | $4,005 | $7,142-43.9% | $9,331-57.1% | $4,212-4.9% |
| Admin fee / account holder | $5,947 | $13,977-57.5% | $16,305-63.5% | $7,344-19.0% |