Filed July 2, 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 9-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 | $229,438 | $72,492+216.5% | $87,100+163.4% | $72,985+214.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.61% | 24.46%-5.8pp | 28.19%-9.6pp | 81.00%-62.4pp |
| Employer contribution / active EE | $5,809 | $1,894+206.7% | $2,521+130.4% | $2,440+138.1% |
| Participant deferral / active EE | $2,563 | $3,270-21.6% | $4,049-36.7% | $3,607-28.9% |
| Admin fee / account holder | $3,100 | $5,055-38.7% | $7,497-58.6% | $5,124-39.5% |