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 | $86,950 | $47,848+81.7% | $81,478+6.7% | $70,131+24.0% |
| Participation rate | 94.8% | 58.3%+36.5pp | 68.0%+26.8pp | 69.5%+25.3pp |
| Annual return | 39.06% | 27.25%+11.8pp | 38.78%+0.3pp | 73.14%-34.1pp |
| Employer contribution / active EE | $3,285 | $1,527+115.1% | $2,568+27.9% | $2,342+40.2% |
| Participant deferral / active EE | $5,413 | $2,453+120.7% | $3,537+53.1% | $3,332+62.5% |
| Admin fee / account holder | $5,305 | $3,145+68.7% | $4,561+16.3% | $4,645+14.2% |