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 | $92,646 | $110,094-15.8% | $151,611-38.9% | $68,494+35.3% |
| Participation rate | 97.5% | 84.0%+13.5pp | 87.5%+10.0pp | 67.9%+29.6pp |
| Annual return | -13.95% | -10.12%-3.8pp | 3.33%-17.3pp | -7.84%-6.1pp |
| Employer contribution / active EE | $4,820 | $4,471+7.8% | $6,166-21.8% | $2,596+85.7% |
| Participant deferral / active EE | $5,577 | $6,527-14.6% | $8,363-33.3% | $4,027+38.5% |
| Admin fee / account holder | $3,270 | $7,719-57.6% | $11,616-71.9% | $5,403-39.5% |