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 | $244,810 | $201,272+21.6% | $184,203+32.9% | $145,922+67.8% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 15.66% | 29.00%-13.3pp | 28.81%-13.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,765 | $7,022-60.6% | $6,427-57.0% | $4,660-40.7% |
| Participant deferral / active EE | $6,328 | $9,806-35.5% | $9,131-30.7% | $6,688-5.4% |
| Admin fee / account holder | $2,348 | $16,364-85.7% | $13,901-83.1% | $13,397-82.5% |