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 | $107,027 | $105,859+1.1% | $90,160+18.7% | $147,584-27.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.53% | 37.63%-21.1pp | 34.88%-18.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $6,013 | $4,126+45.7% | $3,318+81.2% | $4,876+23.3% |
| Participant deferral / active EE | $2,756 | $5,733-51.9% | $5,288-47.9% | $5,439-49.3% |
| Admin fee / account holder | $22,842 | $8,046+183.9% | $5,943+284.4% | $10,885+109.8% |