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 | $217,234 | $65,365+232.3% | $92,893+133.9% | $72,985+197.6% |
| Participation rate | 75.0% | 68.3%+6.7pp | 76.0%-1.0pp | 69.5%+5.5pp |
| Annual return | 26.45% | 42.10%-15.7pp | 109.41%-83.0pp | 81.00%-54.6pp |
| Employer contribution / active EE | $3,232 | $2,594+24.6% | $3,653-11.5% | $2,440+32.5% |
| Participant deferral / active EE | $7,152 | $3,128+128.6% | $4,236+68.8% | $3,607+98.3% |
| Admin fee / account holder | $1,202 | $4,251-71.7% | $5,794-79.3% | $5,124-76.6% |