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 | $237,723 | $72,277+228.9% | $101,248+134.8% | $79,858+197.7% |
| Participation rate | 72.9% | 68.5%+4.5pp | 75.8%-2.9pp | 69.6%+3.3pp |
| Annual return | 14.04% | 22.30%-8.3pp | 46.47%-32.4pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,964 | $2,692+10.1% | $3,660-19.0% | $2,471+20.0% |
| Participant deferral / active EE | $6,398 | $3,282+95.0% | $4,370+46.4% | $3,740+71.1% |
| Admin fee / account holder | $37,118 | $4,400+743.5% | $5,945+524.3% | $5,306+599.5% |