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 | $183,382 | $138,347+32.6% | $184,203-0.4% | $80,856+126.8% |
| Participation rate | 91.7% | 83.9%+7.8pp | 86.8%+4.8pp | 67.6%+24.0pp |
| Annual return | 14.96% | 20.02%-5.1pp | 28.81%-13.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,945 | $4,850-59.9% | $6,427-69.7% | $2,755-29.4% |
| Participant deferral / active EE | $4,999 | $7,071-29.3% | $9,131-45.3% | $4,296+16.4% |
| Admin fee / account holder | $38,319 | $10,483+265.5% | $13,901+175.7% | $6,918+453.9% |