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 | $133,002 | $58,208+128.5% | $81,812+62.6% | $80,856+64.5% |
| Participation rate | 96.8% | 63.4%+33.4pp | 72.3%+24.5pp | 67.6%+29.2pp |
| Annual return | 13.95% | 41.66%-27.7pp | 773.79%-759.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $8,881 | $2,340+279.5% | $2,912+204.9% | $2,755+222.4% |
| Participant deferral / active EE | $9,660 | $3,281+194.4% | $4,319+123.7% | $4,296+124.9% |
| Admin fee / account holder | $9,082 | $4,981+82.3% | $7,386+23.0% | $6,918+31.3% |