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 | $179,904 | $183,963-2.2% | $162,163+10.9% | $152,861+17.7% |
| Participation rate | 89.5% | 88.5%+1.0pp | 87.6%+1.9pp | 82.4%+7.0pp |
| Annual return | 15.29% | 150.76%-135.5pp | 115.59%-100.3pp | 345.32%-330.0pp |
| Employer contribution / active EE | $2,220 | $6,371-65.2% | $5,614-60.5% | $4,762-53.4% |
| Participant deferral / active EE | $4,444 | $8,034-44.7% | $7,298-39.1% | $5,850-24.0% |
| Admin fee / account holder | $6,132 | $13,121-53.3% | $10,843-43.4% | $11,596-47.1% |