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 | $127,919 | $125,758+1.7% | $169,993-24.8% | $75,163+70.2% |
| Participation rate | 89.2% | 83.6%+5.6pp | 87.0%+2.2pp | 67.2%+22.0pp |
| Annual return | 19.00% | 27.20%-8.2pp | 53.37%-34.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $3,897 | $4,615-15.5% | $6,785-42.6% | $2,670+46.0% |
| Participant deferral / active EE | $7,954 | $6,837+16.3% | $10,408-23.6% | $4,125+92.8% |
| Admin fee / account holder | $4,191 | $8,173-48.7% | $12,815-67.3% | $5,651-25.8% |