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 | $144,825 | $138,347+4.7% | $184,203-21.4% | $80,856+79.1% |
| Participation rate | 89.8% | 83.9%+5.9pp | 86.8%+3.0pp | 67.6%+22.1pp |
| Annual return | 19.73% | 20.02%-0.3pp | 28.81%-9.1pp | 35.59%-15.9pp |
| Employer contribution / active EE | $3,907 | $4,850-19.5% | $6,427-39.2% | $2,755+41.8% |
| Participant deferral / active EE | $7,629 | $7,071+7.9% | $9,131-16.4% | $4,296+77.6% |
| Admin fee / account holder | $13,019 | $10,483+24.2% | $13,901-6.3% | $6,918+88.2% |