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 | $232,674 | $133,958+73.7% | $112,228+107.3% | $134,475+73.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.61% | 47.11%-65.7pp | 27.45%-46.1pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,109 | $4,038+1.8% | $3,635+13.1% | $4,740-13.3% |
| Participant deferral / active EE | $9,585 | $5,291+81.2% | $4,728+102.7% | $6,400+49.8% |
| Admin fee / account holder | $63,428 | $7,489+747.0% | $6,410+889.5% | $11,426+455.1% |