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 | $212,392 | $148,978+42.6% | $200,582+5.9% | $84,808+150.4% |
| Participation rate | 96.3% | 84.2%+12.0pp | 86.9%+9.4pp | 68.3%+27.9pp |
| Annual return | 17.11% | 28.16%-11.1pp | 42.33%-25.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,474 | $4,815-27.9% | $6,419-45.9% | $2,631+32.0% |
| Participant deferral / active EE | $5,391 | $7,142-24.5% | $9,331-42.2% | $4,212+28.0% |
| Admin fee / account holder | $3,502 | $13,977-74.9% | $16,305-78.5% | $7,344-52.3% |