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 | $127,873 | $109,359+16.9% | $162,163-21.1% | $72,985+75.2% |
| Participation rate | 98.7% | 84.3%+14.4pp | 87.6%+11.1pp | 69.5%+29.2pp |
| Annual return | 21.51% | 25.46%-3.9pp | 115.59%-94.1pp | 81.00%-59.5pp |
| Employer contribution / active EE | $3,449 | $3,907-11.7% | $5,614-38.6% | $2,440+41.4% |
| Participant deferral / active EE | $6,456 | $5,481+17.8% | $7,298-11.5% | $3,607+79.0% |
| Admin fee / account holder | $8,366 | $7,972+5.0% | $10,843-22.8% | $5,124+63.3% |