Filed March 12, 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 | $163,794 | $160,055+2.3% | $140,016+17.0% | $135,375+21.0% |
| Participation rate | 90.5% | 88.5%+2.0pp | 87.5%+3.0pp | 82.6%+7.8pp |
| Annual return | -3.34% | 911.38%-914.7pp | 651.12%-654.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,024 | $6,420-68.5% | $5,606-63.9% | $4,779-57.6% |
| Participant deferral / active EE | $3,774 | $7,642-50.6% | $6,927-45.5% | $5,609-32.7% |
| Admin fee / account holder | $5,484 | $13,328-58.9% | $10,705-48.8% | $10,827-49.3% |