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 | $150,768 | $110,094+36.9% | $151,611-0.6% | $68,494+120.1% |
| Participation rate | 94.6% | 84.0%+10.6pp | 87.5%+7.1pp | 67.9%+26.7pp |
| Annual return | -18.49% | -10.12%-8.4pp | 3.33%-21.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $5,065 | $4,471+13.3% | $6,166-17.9% | $2,596+95.1% |
| Participant deferral / active EE | $5,129 | $6,527-21.4% | $8,363-38.7% | $4,027+27.4% |
| Admin fee / account holder | $10,104 | $7,719+30.9% | $11,616-13.0% | $5,403+87.0% |