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 | $160,767 | $123,793+29.9% | $177,821-9.6% | $79,858+101.3% |
| Participation rate | 93.4% | 84.7%+8.8pp | 87.7%+5.7pp | 69.6%+23.8pp |
| Annual return | 20.06% | 22.82%-2.8pp | 48.32%-28.3pp | 31.71%-11.6pp |
| Employer contribution / active EE | $4,406 | $4,095+7.6% | $5,918-25.6% | $2,471+78.3% |
| Participant deferral / active EE | $4,754 | $5,956-20.2% | $7,714-38.4% | $3,740+27.1% |
| Admin fee / account holder | $5,456 | $7,243-24.7% | $12,427-56.1% | $5,306+2.8% |