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 | $78,055 | $58,208+34.1% | $81,812-4.6% | $80,856-3.5% |
| Participation rate | 77.4% | 63.4%+14.0pp | 72.3%+5.1pp | 67.6%+9.8pp |
| Annual return | 14.87% | 41.66%-26.8pp | 773.79%-758.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,531 | $3,281+129.5% | $4,319+74.4% | $4,296+75.3% |
| Admin fee / account holder | $1,984 | $4,981-60.2% | $7,386-73.1% | $6,918-71.3% |