Filed May 4, 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 | $117,778 | $53,127+121.7% | $86,590+36.0% | $70,131+67.9% |
| Participation rate | 95.5% | 65.3%+30.1pp | 73.5%+21.9pp | 69.5%+25.9pp |
| Annual return | 16.68% | 27.66%-11.0pp | 964.84%-948.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,650 | $2,696+258.0% | $3,609+167.4% | $3,332+189.6% |
| Admin fee / account holder | $5,590 | $3,585+55.9% | $4,906+13.9% | $4,645+20.3% |