Filed April 21, 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 | $111,942 | $94,529+18.4% | $140,016-20.1% | $64,186+74.4% |
| Participation rate | 95.9% | 84.1%+11.9pp | 87.5%+8.4pp | 69.6%+26.4pp |
| Annual return | -6.44% | 7.77%-14.2pp | 651.12%-657.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,175 | $3,812-16.7% | $5,606-43.4% | $2,381+33.3% |
| Participant deferral / active EE | $5,824 | $5,250+10.9% | $6,927-15.9% | $3,470+67.9% |
| Admin fee / account holder | $10,339 | $6,741+53.4% | $10,705-3.4% | $4,888+111.5% |