Filed January 19, 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 | $124,810 | $65,409+90.8% | $98,442+26.8% | $85,850+45.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.81% | 21.76%-5.0pp | 1492.73%-1475.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $8,416 | $2,168+288.2% | $2,960+184.3% | $2,565+228.1% |
| Participant deferral / active EE | $8,375 | $3,166+164.5% | $4,276+95.8% | $3,952+111.9% |
| Admin fee / account holder | $3,995 | $4,593-13.0% | $5,949-32.8% | $6,260-36.2% |