Filed August 16, 2004 (most recent of 2 filings on file)
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 | $141,171 | $109,359+29.1% | $162,163-12.9% | $72,985+93.4% |
| Participation rate | 90.1% | 84.3%+5.9pp | 87.6%+2.6pp | 69.5%+20.6pp |
| Annual return | 22.88% | 25.46%-2.6pp | 115.59%-92.7pp | 81.00%-58.1pp |
| Employer contribution / active EE | $3,598 | $3,907-7.9% | $5,614-35.9% | $2,440+47.5% |
| Participant deferral / active EE | $4,109 | $5,481-25.0% | $7,298-43.7% | $3,607+13.9% |
| Admin fee / account holder | $10,149 | $7,972+27.3% | $10,843-6.4% | $5,124+98.1% |