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 | $69,263 | $57,281+20.9% | $86,612-20.0% | $75,163-7.9% |
| Participation rate | 73.3% | 63.2%+10.1pp | 71.7%+1.6pp | 67.2%+6.1pp |
| Annual return | 15.54% | 2670.75%-2655.2pp | 591.07%-575.5pp | 160.62%-145.1pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,400 | $3,318+92.9% | $4,438+44.2% | $4,125+55.2% |
| Admin fee / account holder | $1,321 | $4,112-67.9% | $5,614-76.5% | $5,651-76.6% |