Filed May 14, 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 | $51,123 | $49,177+4.0% | $79,464-35.7% | $64,186-20.4% |
| Participation rate | 73.8% | 65.0%+8.8pp | 73.3%+0.5pp | 69.6%+4.2pp |
| Annual return | 7.91% | -1.16%+9.1pp | 718.14%-710.2pp | 7.63%+0.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,005 | $2,821+42.0% | $3,704+8.1% | $3,470+15.4% |
| Admin fee / account holder | $10,326 | $3,839+169.0% | $5,113+102.0% | $4,888+111.2% |