Filed May 21, 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 | $137,547 | $56,897+141.7% | $84,750+62.3% | $62,891+118.7% |
| Participation rate | 74.6% | 68.5%+6.1pp | 76.6%-2.0pp | 69.3%+5.3pp |
| Annual return | 7.24% | 6.30%+0.9pp | 22.78%-15.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,953 | $2,400-18.6% | $3,574-45.4% | $2,281-14.4% |
| Participant deferral / active EE | $4,412 | $2,709+62.9% | $3,712+18.9% | $3,203+37.7% |
| Admin fee / account holder | $6,923 | $3,581+93.3% | $5,332+29.8% | $4,296+61.2% |