Filed May 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 | $99,893 | $123,793-19.3% | $177,821-43.8% | $79,858+25.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 12.07% | 22.82%-10.8pp | 48.32%-36.3pp | 31.71%-19.6pp |
| Employer contribution / active EE | $4,431 | $4,095+8.2% | $5,918-25.1% | $2,471+79.3% |
| Participant deferral / active EE | $5,140 | $5,956-13.7% | $7,714-33.4% | $3,740+37.4% |
| Admin fee / account holder | $7,329 | $7,243+1.2% | $12,427-41.0% | $5,306+38.1% |