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 | $116,455 | $138,347-15.8% | $184,203-36.8% | $80,856+44.0% |
| Participation rate | 95.3% | 83.9%+11.5pp | 86.8%+8.5pp | 67.6%+27.7pp |
| Annual return | 11.28% | 20.02%-8.7pp | 28.81%-17.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $5,094 | $4,850+5.0% | $6,427-20.7% | $2,755+84.9% |
| Participant deferral / active EE | $5,856 | $7,071-17.2% | $9,131-35.9% | $4,296+36.3% |
| Admin fee / account holder | $4,696 | $10,483-55.2% | $13,901-66.2% | $6,918-32.1% |