Filed October 18, 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 | $224,015 | $76,367+193.3% | $93,606+139.3% | $72,985+206.9% |
| Participation rate | 97.9% | 71.7%+26.2pp | 75.8%+22.1pp | 69.5%+28.4pp |
| Annual return | 24.83% | 25.82%-1.0pp | 32.76%-7.9pp | 81.00%-56.2pp |
| Employer contribution / active EE | $4,111 | $2,275+80.7% | $2,718+51.3% | $2,440+68.5% |
| Participant deferral / active EE | $6,594 | $3,538+86.4% | $4,069+62.1% | $3,607+82.8% |
| Admin fee / account holder | $6,667 | $6,838-2.5% | $7,888-15.5% | $5,124+30.1% |