Filed January 27, 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 | $185,583 | $100,041+85.5% | $149,718+24.0% | $70,131+164.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 20.53% | 27.43%-6.9pp | 1501.63%-1481.1pp | 73.14%-52.6pp |
| Employer contribution / active EE | $5,700 | $3,662+55.7% | $5,445+4.7% | $2,342+143.3% |
| Participant deferral / active EE | $5,425 | $4,983+8.9% | $6,569-17.4% | $3,332+62.8% |
| Admin fee / account holder | $1,831 | $8,286-77.9% | $11,283-83.8% | $4,645-60.6% |