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 | $181,259 | $148,978+21.7% | $200,582-9.6% | $84,808+113.7% |
| Participation rate | 90.8% | 84.2%+6.6pp | 86.9%+3.9pp | 68.3%+22.5pp |
| Annual return | 24.46% | 28.16%-3.7pp | 42.33%-17.9pp | 40.90%-16.4pp |
| Employer contribution / active EE | $4,116 | $4,815-14.5% | $6,419-35.9% | $2,631+56.4% |
| Participant deferral / active EE | $8,275 | $7,142+15.9% | $9,331-11.3% | $4,212+96.5% |
| Admin fee / account holder | $8,685 | $13,977-37.9% | $16,305-46.7% | $7,344+18.3% |