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 | $219,993 | $87,733+150.8% | $106,548+106.5% | $85,850+156.3% |
| Participation rate | 95.9% | 71.9%+24.0pp | 76.1%+19.8pp | 69.3%+26.6pp |
| Annual return | 15.45% | 21.86%-6.4pp | 26.80%-11.4pp | 318.53%-303.1pp |
| Employer contribution / active EE | $4,193 | $2,073+102.3% | $2,819+48.7% | $2,565+63.5% |
| Participant deferral / active EE | $7,171 | $3,469+106.7% | $4,398+63.0% | $3,952+81.5% |
| Admin fee / account holder | $103,111 | $6,767+1423.7% | $7,407+1292.0% | $6,260+1547.2% |