Filed April 13, 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 | $172,075 | $32,425+430.7% | $74,583+130.7% | $55,167+211.9% |
| Participation rate | 92.2% | 54.0%+38.2pp | 68.1%+24.1pp | 69.0%+23.2pp |
| Annual return | 8.83% | 10.63%-1.8pp | 20.47%-11.6pp | 169.23%-160.4pp |
| Employer contribution / active EE | $2,591 | $1,043+148.4% | $2,525+2.6% | $1,963+32.0% |
| Participant deferral / active EE | $10,075 | $1,995+405.1% | $3,458+191.4% | $3,054+229.9% |
| Admin fee / account holder | $16,541 | $748+2110.0% | $4,138+299.8% | $504+3182.6% |