Filed March 4, 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 | $105,237 | $96,557+9.0% | $80,975+30.0% | $273,961-61.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.70% | 15.14%-6.4pp | 17.10%-8.4pp | 41.45%-32.8pp |
| Employer contribution / active EE | $6,245 | $4,868+28.3% | $3,714+68.1% | $4,869+28.3% |
| Participant deferral / active EE | $3,020 | $6,598-54.2% | $5,696-47.0% | $5,287-42.9% |
| Admin fee / account holder | $5,885 | $7,492-21.5% | $5,516+6.7% | $10,132-41.9% |