Filed March 2, 2004 (most recent of 3 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 | $65,245 | $43,075+51.5% | $74,583-12.5% | $62,891+3.7% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 6.07% | 17.50%-11.4pp | 20.47%-14.4pp | 20.14%-14.1pp |
| Employer contribution / active EE | $3,481 | $1,498+132.4% | $2,525+37.9% | $2,281+52.6% |
| Participant deferral / active EE | $4,445 | $2,389+86.0% | $3,458+28.5% | $3,203+38.8% |
| Admin fee / account holder | $9,982 | $2,840+251.5% | $4,138+141.2% | $4,296+132.4% |