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 | $226,512 | $185,822+21.9% | $169,993+33.2% | $139,434+62.5% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 16.59% | 60.50%-43.9pp | 53.37%-36.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,983 | $7,590-60.7% | $6,785-56.0% | $4,751-37.2% |
| Participant deferral / active EE | $6,797 | $11,622-41.5% | $10,408-34.7% | $6,710+1.3% |
| Admin fee / account holder | $3,553 | $15,381-76.9% | $12,815-72.3% | $11,403-68.8% |