Filed February 26, 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 | $144,485 | $109,881+31.5% | $150,045-3.7% | $84,808+70.4% |
| Participation rate | 95.2% | 76.1%+19.2pp | 82.3%+12.9pp | 68.3%+26.9pp |
| Annual return | 14.95% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,437 | $3,561-59.7% | $4,693-69.4% | $2,631-45.4% |
| Participant deferral / active EE | $6,483 | $6,636-2.3% | $7,997-18.9% | $4,212+53.9% |
| Admin fee / account holder | $19,879 | $8,568+132.0% | $13,435+48.0% | $7,344+170.7% |