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 | $175,100 | $79,944+119.0% | $98,439+77.9% | $75,163+133.0% |
| Participation rate | 97.7% | 70.4%+27.3pp | 75.2%+22.5pp | 67.2%+30.5pp |
| Annual return | 32.75% | 19.75%+13.0pp | 21.16%+11.6pp | 160.62%-127.9pp |
| Employer contribution / active EE | $1,916 | $2,264-15.4% | $3,048-37.1% | $2,670-28.2% |
| Participant deferral / active EE | $7,503 | $3,752+100.0% | $4,738+58.4% | $4,125+81.9% |
| Admin fee / account holder | $17,644 | $6,840+158.0% | $8,948+97.2% | $5,651+212.2% |