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 | $103,826 | $110,094-5.7% | $151,611-31.5% | $68,494+51.6% |
| Participation rate | 89.0% | 84.0%+5.1pp | 87.5%+1.5pp | 67.9%+21.1pp |
| Annual return | -18.05% | -10.12%-7.9pp | 3.33%-21.4pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,692 | $4,471-17.4% | $6,166-40.1% | $2,596+42.2% |
| Participant deferral / active EE | $7,166 | $6,527+9.8% | $8,363-14.3% | $4,027+77.9% |
| Admin fee / account holder | $25,366 | $7,719+228.6% | $11,616+118.4% | $5,403+369.5% |