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 | $170,352 | $57,354+197.0% | $83,848+103.2% | $64,186+165.4% |
| Participation rate | 76.9% | 68.6%+8.3pp | 76.1%+0.8pp | 69.6%+7.4pp |
| Annual return | -4.90% | 11.38%-16.3pp | 850.88%-855.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,651 | $2,545+4.1% | $3,631-27.0% | $2,381+11.3% |
| Participant deferral / active EE | $5,973 | $2,993+99.6% | $4,082+46.3% | $3,470+72.2% |
| Admin fee / account holder | $2,511 | $4,046-37.9% | $5,478-54.2% | $4,888-48.6% |