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 | $146,298 | $137,414+6.5% | $189,513-22.8% | $85,850+70.4% |
| Participation rate | 97.3% | 84.6%+12.6pp | 87.8%+9.5pp | 69.3%+27.9pp |
| Annual return | 11.91% | 38.14%-26.2pp | 555.15%-543.2pp | 318.53%-306.6pp |
| Employer contribution / active EE | $4,093 | $4,344-5.8% | $6,162-33.6% | $2,565+59.6% |
| Participant deferral / active EE | $7,890 | $6,260+26.0% | $8,221-4.0% | $3,952+99.7% |
| Admin fee / account holder | $25,493 | $8,630+195.4% | $12,045+111.7% | $6,260+307.2% |