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 | $115,742 | $137,414-15.8% | $189,513-38.9% | $85,850+34.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 87.8%+3.1pp | 69.3%+21.6pp |
| Annual return | 12.02% | 38.14%-26.1pp | 555.15%-543.1pp | 318.53%-306.5pp |
| Employer contribution / active EE | $4,870 | $4,344+12.1% | $6,162-21.0% | $2,565+89.9% |
| Participant deferral / active EE | $6,002 | $6,260-4.1% | $8,221-27.0% | $3,952+51.9% |
| Admin fee / account holder | $21,006 | $8,630+143.4% | $12,045+74.4% | $6,260+235.6% |