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 | $217,942 | $197,591+10.3% | $177,821+22.6% | $158,922+37.1% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 12.63% | 58.76%-46.1pp | 48.32%-35.7pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,337 | $6,697-65.1% | $5,918-60.5% | $4,761-50.9% |
| Participant deferral / active EE | $5,203 | $8,405-38.1% | $7,714-32.6% | $5,982-13.0% |
| Admin fee / account holder | $1,749 | $15,399-88.6% | $12,427-85.9% | $11,246-84.4% |