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 | $200,169 | $167,484+19.5% | $151,611+32.0% | $134,475+48.9% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -14.63% | 7.80%-22.4pp | 3.33%-18.0pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,006 | $6,829-56.0% | $6,166-51.3% | $4,740-36.6% |
| Participant deferral / active EE | $7,452 | $8,986-17.1% | $8,363-10.9% | $6,400+16.4% |
| Admin fee / account holder | $3,676 | $13,783-73.3% | $11,616-68.4% | $11,426-67.8% |