Filed April 8, 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 9-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 | $32,790 | $43,550-24.7% | $63,517-48.4% | $52,331-37.3% |
| Participation rate | 72.3% | 65.7%+6.6pp | 71.0%+1.2pp | 68.1%+4.2pp |
| Annual return | 0.62% | 2.03%-1.4pp | -70.30%+70.9pp | 4.54%-3.9pp |
| Employer contribution / active EE | $661 | $1,351-51.1% | $2,322-71.6% | $1,882-64.9% |
| Participant deferral / active EE | $2,343 | $2,254+4.0% | $2,953-20.7% | $3,022-22.5% |
| Admin fee / account holder | $4,584 | $387+1084.8% | $5,892-22.2% | $592+674.9% |